FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

AUSTIN, Texas·5 registered advisors·CRD# 144008
SEC# 801-10992301-800-920-9722
01

Firm Overview

AUM
$469M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

5 registered advisors
Ashley Baucum
AUSTIN, Texas
Jennifer Nicole Sanford
ALLEN, Texas
Jennifer Winters
AUSTIN, Texas
Kaili Erin Winters
AUSTIN, Texas
Marc David Orourke
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
4 advisors
ALLEN, Texas
1 advisor

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Data sourced from SEC Form ADV filings. FINANCIAL GRAVITY ASSET MANAGEMENT, INC. (CRD# 144008) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.