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Building 2FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Map pinLAKEWAY, TX
Phone800-588-3893
NotebookSEC #801-122258
Total AUM
$590.5M
Employees
45
Clients
1,724

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2501 RANCH ROAD 620 S
STE 110
LAKEWAY
TX 78734
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
800-588-3893
Other Offices
2

ReceiptFinancials

Total AUM
$590.5M
Accounts
3,077
Discretionary
$590.5M
Accounts
3,077
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,567
AUM
$320.5M
HNW Individual Clients
149
AUM
$270M
Insurance Company Clients
8
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/Dishonesty
State Registrations
ALARAZCACODEFLGAHIIAILINKSLAMDMIMNMONCNDNENJNMNVNYOHOKORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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