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FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
CRD 144008 · SEC 801-109923
2501 RANCH ROAD 620 S, STE. 110, AUSTIN, TX, 78734, United States
Phone
1-800-920-9722
Fax
469-342-9100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$523.4M
Discretionary AUM
$523.4M
Team
5 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-12-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1374 | $265.3M |
| High net worth individuals | 144 | $258.1M |
States served
AZ, CA, CO, IL, IN, LA, MD, MI, NE, NV, NM, NY, NC, OH, PA, SC, TN, VA, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD