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
John Avery (CRD# 1101029) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 40 years of experience in the finance industry.
Laura Bourbonnais (CRD# 2921038) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 9 years of experience in the finance industry.
Erling Brakke (CRD# 6554947) 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.
Daniel Dubose (CRD# 4388473) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Houston, TX and has over 22 years of experience in the finance industry.
Michael French is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has 20 year of experience in the finance industry.
Jill Henderson (CRD# 2777986) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Newberry Park, CA and has over 27 years of experience in the finance industry.
Philip Kehoe (CRD# 5759737) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Kalamazoo, MI and has over 14 years of experience in the finance industry.
Lorne Levy (CRD# 5581130) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Highlands Ranch, CO and has over 15 years of experience in the finance industry.
Steven Margulin (CRD# 2373728) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 30 years of experience in the finance industry.
Marc Orourke (CRD# 856163) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 25 years of experience in the finance industry.