Christopher
Middleton
Financial Gravity Family Office Services, LLC
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About this Advisor
Christopher Middleton is a financial advisor working in Rancho Cordova, California with 1 year of relevant experience. Middleton is currently employed by Financial Gravity Family Office Services, LLC. Over the course of their career, they have held roles at M&M Tax Service Inc, Principal Life Insurance Company, Principal Securities Inc, Securities America, Inc, Securities America Advisors, Financial Gravity Family Office Services, LLC, Bridges Tax Strategies and Ameriprise Financial Services, Inc. Middleton maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Financial Gravity Family Office Services, LLC is an advisory business that has its headquarters in Austin, TX. It has $211 million in assets under management among its 1,218 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 1,218 customer accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically vary depending on which service is provided. Fees billed by Financial Gravity Family Office Services, LLC can be comprised of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Gravity Family Office Services, LLC Brokerage Details
$210,940,063
45
1,218
$173,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christopher Middleton Work History
Christopher has been registered as a financial advisor for 1 years.*
Financial Gravity Family Office Services, LLC
Bridges Tax Strategies
Securities America, Inc
Securities America Advisors
Principal Life Insurance Company
Principal Securities Inc
Ameriprise Financial Services, Inc
M&M Tax Service Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Middleton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Gravity Family Office Services, LLC
Austin, TX
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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