Unclaimed Profile

Gary Joel Nemer

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC·LAKEWAY, Texas

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

2501 RANCH ROAD 620 S, LAKEWAY, TX 78734CRD# 6575324Firm CRD# 316024

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Joel Nemer · LAKEWAY, TX

Registration

CRD #6575324 · FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Gary Joel Nemer is a registered financial advisor based in LAKEWAY, Texas, affiliated with FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

AUM

$467M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6575324

Firm CRD# 316024

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gary Joel Nemer offer?

Gary Joel Nemer specializes in Financial Planning, Investment Management. Contact their office in LAKEWAY, Texas for a consultation.

What are Gary Joel Nemer's credentials?

Gary Joel Nemer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Joel Nemer located?

Gary Joel Nemer is based in LAKEWAY, Texas, working with FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC. Their office serves clients in the LAKEWAY metropolitan area and surrounding communities.

How does Gary Joel Nemer charge for services?

Gary Joel Nemer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC?

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC has approximately 45 employees and manages $467M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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