Marc
Orourke
Financial Gravity Family Office Services, LLC
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About this Advisor
Marc Orourke is a financial advisor based out of Austin, Texas. Orourke is an employee of Financial Gravity Family Office Services, LLC. Their career trajectory has included roles at Willow Creek Financial Services, Inc, Wrapmanager, Inc, Broxton Capital Advisors, Retired, Paulson Investment Company, LLC, Paulson Investment Advisors LLC, Sofos Investments, Inc, Forta Financial Group, Inc, Financial Gravity Asset Management, Inc and Financial Gravity Family Office Services, LLC. Orourke holds Series 66 and Series 63 licenses, qualifying them as a securities broker, and is approved to serve investors in California and Texas. Financial Gravity Family Office Services, LLC is a financial advisory company that has its headquarters in Austin, TX. It oversees $211 million in assets across its 1,218 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 1,218 customer accounts, just 6% belong to high-net-worth clients who have more than $1 million in investable assets. Financial Gravity Family Office Services, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on which service is offered. However, fees billed by Financial Gravity Family Office Services, LLC can be comprised 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
Marc Orourke Work History
Marc has been registered as a financial advisor for 0 years.*
Financial Gravity Family Office Services, LLC
Financial Gravity Asset Management, Inc
Sofos Investments, Inc
Forta Financial Group, Inc
Broxton Capital Advisors
Paulson Investment Company, LLC
Paulson Investment Advisors LLC
Retired
Wrapmanager, Inc
Willow Creek Financial Services, 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 Marc Orourke 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
New Orleans, LA
Austin, TX
Tomball, TX
Austin, TX
Austin, TX
Austin, TX
Austin, 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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