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).
-
Total Assets Under Management365MILLION
-
Total Number of Accounts2,654ACCOUNTS
-
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
Karen Cassidy (CRD# 7423526) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 2 years of experience in the finance industry.
Shelley Johnson (CRD# 1439957) 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.
Aleksey Kaplan (CRD# 7491355) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Staten Island, NY and has over 2 years of experience in the finance industry.
William Perlette (CRD# 7345230) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 2 years of experience in the finance industry.
Jacob Roggenkamp (CRD# 7364118) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 2 years of experience in the finance industry.
Michael Smith (CRD# 7681177) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has 1 year of experience in the finance industry.
Timothy Terry (CRD# 7298602) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Tomball, TX and has over 3 years of experience in the finance industry.
John Walters (CRD# 4305588) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Saint Petersburg, FL and has over 18 years of experience in the finance industry.
Ashley Winters (CRD# 6528339) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 3 years of experience in the finance industry.