FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC of LAKEWAY, TX is an SEC-registered investment adviser (CRD 316024). Regulatory assets under management: $590.5M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Jennifer Winters | COO | The Hills, TX |
| Nelson Robert | MEMBER | Shreveport, LA |
| William Robert Nelson | MEMBER | — |
| Scott Christopher Winters | CEO/CHAIRMAN OF THE BOARD; MANAGING MEMBER | — |
| John David Pollock | MEMBER | — |
| Gary Joel Nemer | MEMBER | — |
| Kaili Erin Winters | CHIEF COMPLIANCE OFFICER | — |
| Ashley Baucum | CHIEF ADMINISTRATIVE OFFICER | — |
| WINTERS SCOTT CHRISTOPHER | CEO/CHAIRMAN OF THE BOARD; CEO/CHAIRMAN OF THE BOARD/ INTERIM CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| POLLOCK JOHN DAVID | MEMBER | — |
| NEMER GARY JOEL | MEMBER | — |
| Winters Kaili Erin | CHIEF COMPLIANCE OFFICER | — |
| Winters Jennifer | COO | — |
| Baucum Ashley | CHIEF ADMINISTRATIVE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |