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John David Pollock

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC·LAKEWAY, Texas
Unclaimed Profile
2501 RANCH ROAD 620 S, LAKEWAY, TX 78734CRD# 2802192Firm CRD# 316024
01

About

John David Pollock 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.

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Focus Areas

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

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2802192
Firm CRD# 316024
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John David Pollock offer?
John David Pollock specializes in Financial Planning, Investment Management. Contact their office in LAKEWAY, Texas for a consultation.
What are John David Pollock's credentials?
John David Pollock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Pollock located?
John David Pollock 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 John David Pollock charge for services?
John David Pollock'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 LLCHans Thomas Walsh — BERNZOTT CAPITAL ADVISORSGary Joel Nemer — FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLCJames 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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