Financial Gravity Family Office Services, LLC

Financial Gravity Family Office Services, LLC (CRD# 316024) is a financial advisory firm headquartered in Lakeway, TX. They manage $365,435,097 in 2,654 accounts and serve the financial needs of clients across 29 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    365
    MILLION
  • Total Number of Accounts
    2,654
    ACCOUNTS
  • Average Account Value
    $137,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, GA, IN, KS, LA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Financial Gravity Family Office Services, LLC
Showing 1 - 10 of 28 top financial advisors.
1
John L. Avery
CRD#: 1101029
2501 Ranch Road 620 S, Ste 110, Lakeway, TX 78734

John Avery (CRD# 1101029) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 40 years of experience in the finance industry.

2
Laura A. Bourbonnais
CRD#: 2921038
9121 Anson Way, Suite 200, Raliegh, NC 27615

Laura Bourbonnais (CRD# 2921038) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Raliegh, NC and has over 9 years of experience in the finance industry.

3
Erling B. Brakke
CRD#: 6554947
2501 Ranch Road 620 S, Ste 110, Lakeway, TX 78734

Erling Brakke (CRD# 6554947) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 6 years of experience in the finance industry.

4
Daniel W. Dubose
CRD#: 4388473
7887 San Felipe Street, Suite 122, Houston, TX 77063

Daniel Dubose (CRD# 4388473) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Houston, TX and has over 22 years of experience in the finance industry.

5
Jill A. Henderson
CRD#: 2777986
Newberry Park, CA

Jill Henderson (CRD# 2777986) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Newberry Park, CA and has over 26 years of experience in the finance industry.

6
Philip J. Kehoe
CRD#: 5759737
2501 Ranch Road 620 S, Ste 110, Lakeway, TX 78734

Philip Kehoe (CRD# 5759737) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 13 years of experience in the finance industry.

7
Lorne H. Levy
CRD#: 5581130
Highlands Ranch, CO

Lorne Levy (CRD# 5581130) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Highlands Ranch, CO and has over 15 years of experience in the finance industry.

8
Steven P. Margulin
CRD#: 2373728
2501 Ranch Road 620 S, Ste 110, Lakeway, TX 78734

Steven Margulin (CRD# 2373728) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 30 years of experience in the finance industry.

9
Marc D. Orourke
CRD#: 856163
2501 Ranch Road 620 S, Ste 110, Lakeway, TX 78734

Marc Orourke (CRD# 856163) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 25 years of experience in the finance industry.

10
Kimberly Perry
CRD#: 5717928
39899 Balentine Drive Suite 325, Newark, CA 94560

Kimberly Perry (CRD# 5717928) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Newark, CA and has over 2 years of experience in the finance industry.

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