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).
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Total Assets Under Management365MILLION
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Total Number of Accounts2,654ACCOUNTS
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Average Account Value$137,692
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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.
John Pollock (CRD# 2802192) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 27 years of experience in the finance industry.
Matthew Rzepka (CRD# 5281614) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 16 years of experience in the finance industry.
Dean Specker (CRD# 6743740) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 7 years of experience in the finance industry.
Keith Weinman (CRD# 2032739) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Loveland, CO and has over 13 years of experience in the finance industry.
Mark Williams (CRD# 4061842) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 24 years of experience in the finance industry.
Thomas Williams (CRD# 6005200) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 7 years of experience in the finance industry.
Scott Winters (CRD# 2598188) 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.
Marc Barnes (CRD# 7716690) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Tucson, AZ and has 1 year of experience in the finance industry.
Christian Brakke (CRD# 7502822) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in New Orleans, LA and has over 2 years of experience in the finance industry.