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Home > Retirement Planners > texas > austin > FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
2501 Ranch Road 620 S
Ste. 110
Austin, Texas 78734
Tel: 1-800-920-9722
About FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
FINANCIAL GRAVITY ASSET MANAGEMENT, INC, formally registered with the SEC as FINANCIAL GRAVITY ASSET MANAGEMENT, INC. The firm was established in 02/06/2017. They have over 1 offices throughout the country.
FINANCIAL GRAVITY ASSET MANAGEMENT, INC. is a Austin, Texas based Financial Planning firm with nearly $469,128,095 assets under management, offering retirement planning & investment advisory services to 2261 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144008 |
| SEC# | 801-109923 |
| Assets Managed by Firm | $469,128,095 |
| No. of Clients | 2261 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2261 | $469,128,095 |
| Individuals (other than high net worth individuals) | 1781 | $267,069,243 |
| High net worth individuals | 446 | $192,578,500 |
| Pension and profit sharing plans | 28 | $9,170,317 |
| Charitable organizations | 6 | $310,035 |
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