FINANCIAL GRAVITY ASSET MANAGEMENT, INC. of AUSTIN, TX is an SEC-registered investment adviser (CRD 144008). Regulatory assets under management: $523.4M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Jennifer Winters | COO | The Hills, TX |
| Nelson Robert | CEO; CIO; PRESIDENT | Shreveport, LA |
| William Robert Nelson | CIO | — |
| Scott Christopher Winters | CEO/CHAIRMAN OF THE BOARD | — |
| Kaili Erin Winters | CHIEF COMPLIANCE OFFICER | — |
| Ashley Baucum | CHIEF ADMINISTRATIVE OFFICER | — |
| OROURKE MARC DAVID | PRESIDENT | — |
| WINTERS JENNIFER CHRISTINE | CCO; EXECUTIVE VICE PRESIDENT | — |
| WINTERS SCOTT CHRISTOPHER | CEO/CHAIRMAN OF THE BOARD; CEO/CHAIRMAN OF THE BOARD/INTERIM CCO; CHAIRMAN OF THE BOARD | — |
| POLLOCK JOHN DAVID | CEO; PRESIDENT; PRESIDENT; CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SANFORD JENNIFER NICOLE | CHIEF COMPLIANCE DESIGNEE; DIRECTOR OF WEALTH MANAGEMENT AND OPERATIONS; CO-FOUNDER; CHIEF COMPLIANCE OFFICER; DIRECTOR OF WEALTH MANAGEMENT AND INVESTOR RELATIONS; CO-FOUNDER | — |
| Winters Kaili Erin | CHIEF COMPLIANCE OFFICER | — |
| Winters Jennifer | COO | — |
| Baucum Ashley | CHIEF ADMINISTRATIVE OFFICER | — |