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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Gravity Family Office Services LLC
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|---|---|
| CRD # | 316024 |
| SEC # | 801-122258 |
| CIK # | |
| AUM | $467.2 M (2024-12-20) |
| Employees | 45 (36% Investors, 0% Brokers) |
| Phone | 800-588-3893 |
| Address | 2501 Ranch Road 620 S Lakeway, TX 78734 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,317 | 331.5 |
| (b) Individuals (high net worth individuals) | 428 | 135.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,745 | 467.2 |
| By Discretionary | ||
| Discretionary | 1,745 | 467.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,745 | 467.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 467.2 | |
| Total | 1,745 | 467.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cruden Bay Investment Management LLC
✚
|
CA | 0.5 |
|
Dean Jacobson Financial Services LLC
✚
|
TX | 0.5 |
|
Prentice Wealth Management LLC
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|
NY | 0.5 |
|
Intergy Private Wealth LLC
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|
CO | 0.5 |
|
Uhler Vertich White Advisors LLC
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|
FL | 0.5 |
|
Benefit Fiduciary Group LLC
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|
VA | 0.5 |
|
Headwater Investment Consulting Inc
✚
|
OR | 0.5 |
|
Conifer Investments Ltd
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|
CT | 0.5 |
|
Kercheville Advisors LLC
✚
|
TX | 0.5 |
|
Sanchez Wealth Management Group LLC
✚
|
FL | 0.5 |