Keith
Weinman
Financial Gravity Family Office Services, LLC
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About this Advisor
Keith Weinman is a financial advisor based in Loveland, Colorado with a total of 2 years of relevant experience. Weinman works at Financial Gravity Family Office Services, LLC. Over the course of their career, they have held roles at Presidential Brokerage, Inc, Financial Gravity Family Office Services LLC and Kingswood Capital Partners, LLC. Weinman holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Colorado, Nebraska and Texas. Financial Gravity Family Office Services, LLC is a financial advisory firm operating out of Austin, TX. It oversees $211 million in total assets among its 1,218 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 1,218 client accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in investable assets. Financial Gravity Family Office Services, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on the financial services provided. Fee types charged by Financial Gravity Family Office Services, LLC most likely include any blend 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
Keith Weinman Work History
Keith has been registered as a financial advisor for 2 years.*
Financial Gravity Family Office Services LLC
Kingswood Capital Partners, LLC
Presidential Brokerage, 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 Keith Weinman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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