Brian
Lang
Financial Gravity Family Office Services, LLC
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About this Advisor
Brian Lang is a financial advisor who works in Austin, Texas. Lang is an advisor for Financial Gravity Family Office Services, LLC. Over the course of their career, Lang has held roles at Pearl Aircraft Corporation, LTD, Ccng, Profit Foundy, LLC, Austin Executive Tax, LLC, Upside Cfo Services, LLC, Upside Financial LLC, Financial Gravity Family Office Services, LLC and Appleton Group Investments One. Lang maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Texas. Financial Gravity Family Office Services, LLC is a financial advisory company based in Austin, TX. It manages $211 million in total assets across its 1,218 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advice to one charitable organizations. Of its 1,218 accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically are based on which services are offered. However, fees billed by Financial Gravity Family Office Services, LLC may include 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
Brian Lang Work History
Brian has been registered as a financial advisor for 0 years.*
Financial Gravity Family Office Services, LLC
Austin Executive Tax, LLC
Appleton Group Investments One
Upside Financial LLC
Upside Cfo Services, LLC
Profit Foundy, LLC
Ccng
Pearl Aircraft Corporation, LTD
*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 Brian Lang 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
Tomball, TX
Austin, TX
New Orleans, LA
Austin, TX
Austin, TX
Austin, TX
North Richland Hills, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
