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Home > Retirement Planners > texas > lakeway > FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
2501 Ranch Road 620 S
Ste 110
Lakeway, Texas 78734
Tel: 800-588-3893
About FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC, formally registered with the SEC as FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC. The firm was established in 09/09/2021. They have over 3 offices throughout the country.
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC is a Lakeway, Texas based Financial Planning firm with nearly $467,196,918 assets under management, offering retirement planning & investment advisory services to 1745 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316024 |
| SEC# | 801-122258 |
| Assets Managed by Firm | $467,196,918 |
| No. of Clients | 1745 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
- Hourly charges
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 | 1745 | $467,196,918 |
| Individuals (other than high net worth individuals) | 1317 | $331,495,172 |
| High net worth individuals | 428 | $135,701,746 |
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