RIA Intel›Advisers›Texas›FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

Advisory

N·AUSTIN, TX

Data as of Dec 20, 2024 · Source: SEC Form ADV

Total AUM
$523M
1-Year AUM Growth
+61.4%
3-Year CAGR
+34.5%
Employees
1
Assets Under Management
Total AUM$523M
Discretionary AUM$523M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,518
Team
Total Employees1
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record44
First FilingJan 24, 2017
Latest FilingDec 20, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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