Brian
Lang
Financial Gravity Family Office Services, LLC
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About this Advisor
Brian Lang is a financial advisor based in Austin, Texas, working with Financial Gravity Family Office Services, LLC. Brian has previously held positions at 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. Brian has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Brian is part of Financial Gravity Family Office Services, LLC, which operates out of Austin, Texas. The firm has 2 offices and 45 employees. The firm manages assets totaling $365.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Financial Gravity Family Office Services, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Gravity Family Office Services, LLC Brokerage Details
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$365,435,097
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45
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2,654
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$137,692
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brian Lang Work History
Financial Gravity Family Office Services, LLC
Austin Executive Tax, LLC
Upside Cfo Services, LLC
Appleton Group Investments One
Upside Financial LLC
Profit Foundy, LLC
Ccng
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
North Richland Hills, TX
Austin, TX
Austin, TX
Arroyo Grande, CA
Altamonte Springs, FL
Columbia, MD
Austin, TX
New Orleans, LA
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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.
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