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Gary Joel Nemer

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC·LAKEWAY, Texas
Unclaimed Profile
2501 RANCH ROAD 620 S, LAKEWAY, TX 78734CRD# 6575324Firm CRD# 316024
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
AUM
$467M
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6575324
Firm CRD# 316024
2 disclosures on file
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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Other advisors in LAKEWAY
Joseph Lawler — JFL CAPITAL MANAGEMENT LLCJohn David Pollock — FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLCHans Thomas Walsh — BERNZOTT CAPITAL ADVISORSJames Rex Merchant — JFL CAPITAL MANAGEMENT LLCBrandon Edward White — B&D WHITE CAPITAL COMPANY, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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