⚲
|
Financial Gravity Family Office Services LLC
✚
|
|
---|---|
CRD # | 316024 |
SEC # | 801-122258 |
CIK # | |
AUM | $365.4 MM (2024-01-03) |
Employees | 45 (36% Investors, 0% Brokers) |
Phone | 800-588-3893 |
Address | 2501 Ranch Road 620 S Lakeway, TX 78734 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 917 | 204.1 |
(b) Individuals (high net worth individuals) | 128 | 135.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 4 | 0.9 |
(h) Charitable organizations | 3 | 10.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 9 | 5.4 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 29 | 9.2 |
(n) Other | 0 | 0.0 |
Total | 2,654 | 365.4 |
By Discretionary | ||
Discretionary | 1,742 | 263.1 |
Non-Discretionary | 912 | 102.3 |
Total | 2,654 | 365.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 365.4 | |
Total | 2,654 | 365.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hedeker Wealth LLC
✚
|
IL | 0.4 |
Lombard Advisers Incorporated
✚
|
MD | 0.4 |
Collective Family Office LLC
✚
|
PA | 0.4 |
Richmond Investment Services LLC
✚
|
WI | 0.4 |
Graney & King LLC
✚
|
NY | 0.4 |
Permanent Capital Management LP
✚
|
IL | 0.4 |
Grunden Financial Advisory Inc
✚
|
TX | 0.4 |
Oliver Capital Management Inc
✚
|
WA | 0.4 |
Sage Private Wealth Group LLC
✚
|
IL | 0.4 |
Certior Financial Group LLC
✚
|
PA | 0.4 |