Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc. provides comprehensive financial, tax, and investment management services through its network of operating subsidiaries. The company supports independent investment advisors, certified public accountants, enrolled agents, and insurance professionals by equipping them with tools to operate multi-family office practices. Its service portfolio includes turnkey family office charters, proprietary software applications for tax-planning engagements, automated tax strategy implementations, insurance marketing programs, and comprehensive asset and wealth management services. Through its subsidiaries, the firm serves accounting practitioners, financial advisors, insurance agents, small business owners, and high-net-worth individuals.

The company operates offices across several locations in the United States, including Lakeway, Texas; Cincinnati, Ohio; Carmel and Monterey, California; and Greenwood Village and Denver, Colorado. As of September 2021, the firm maintained approximately 27 full-time employees and held more than $170 million in assets under management across its asset management practice. Its corporate headquarters are located in Austin, Texas.

Summary of the business section of Financial Gravity Companies's latest annual report, written by StockData.

“As of September 30, 2021, the Company had approximately 27 full-time employees.”