Financial Gravity Wealth Inc
Legal Name: FINANCIAL GRAVITY WEALTH, INC.
Full Contact Details
Financial Gravity Wealth Inc
800 NORTH WATTERS ROAD, SUITE 150, ALLEN, TX
(469) 342-9100
(469) 342-9100
Other Info
Financial Gravity Wealth Inc, a Texas corporation, currently employs 31 people, with 22 of them serving in advisory roles. Although it is uncertain how many clients the firm serves, its latest SEC status is an approved registration date from February 6, 2017.
Financial Gravity - Home of the Multi-Family Office Charter
Financial Gravity Companies Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey multi-family office charter.
Direct Owners
-
FINANCIAL GRAVITY COMPANIES, INC.
SHAREHOLDER owns 75% or more
-
JENNIFER NICOLE SANFORD
CHIEF COMPLIANCE DESIGNEE; DIRECTOR OF WEALTH MANAGEMENT AND OPERATIONS; CO-FOUNDER owns less than 5%
-
JOHN DAVID POLLOCK
PRESIDENT; CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
-
JOHN DAVID POLLOCK
CEO owns more than 25% but less than 50%
Top Holdings
- SELECT SECTOR SPDR $363k
- STARBUCKS CORP $294k
- ULTA BEAUTY INC $215k
- Amazon.com Inc $131k
- STERICYCLE INC $117k
- HEWLETT PACKARD ENTR $48k
- RADNET INC COM $30k
- CERNER CORP $11k
- GLOBAL PAYMENTS INC $10k
- SEALED AIR CORP $4k