Company Financial Gravity Companies, Inc.

Equities

FGCO

US31754E1029

Investment Management & Fund Operators

Market Closed - OTC Markets 20:58:25 07/05/2024 BST 5-day change 1st Jan Change
0.4 USD +33.29% Intraday chart for Financial Gravity Companies, Inc. +60.00% +300.00%

Business Summary

Financial Gravity Companies, Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. It helps tax professionals evolve from the commoditized business of tax compliance to a Family Office Director that runs and manages their own multi-family office. Its subsidiaries include Financial Gravity Asset Management, Inc. (FGAM), Financial Gravity Enhanced Markets, LLC (FGEM), Tax Master Network (TMN), and Financial Gravity Family Office Services, LLC (FGFOS). FGAM is a registered investment advisor (RIA) that provides asset management services to individuals and businesses. FGEM is an insurance marketing organization and provides insurance products and services to insurance agencies. TMN provides tax services, including its Tax Blueprint system, which identifies strategies for lowering the client's taxes. FGFOS is an RIA that offers financial planning, and wealth management services to clients through investment advisors.

Number of employees: 27

Sales per Business

USD in Million2022Weight2023Weight Delta
Financial Gravity Family Office Services, LLC
45.0 %
2 34.1 % 3 45.0 % +54.72%
Financial Gravity Asset Management, Inc
42.4 %
2 34.8 % 3 42.4 % +42.70%
Eliminations
-27.6 %
-1 -11.2 % -2 -27.6 % +188.79%
Financial Gravity Enhanced Markets, LLC
21.5 %
1 22.6 % 1 21.5 % +11.45%
Tax Master Network, LLC
18.7 %
1 19.9 % 1 18.7 % +10.50%
Financial Gravity Investment Services, LLC
0.1 %
0 0.8 % 0 0.1 % -90.83%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
6 100.0 % 6 100.0 % +10.94%

Managers

Managers TitleAgeSince
Chief Executive Officer 53 31/12/15
Director of Finance/CFO 77 26/08/19
Compliance Officer - -
Chief Operating Officer 52 26/08/19
Chief Investment Officer 52 31/12/15
Director/Board Member 48 -
Director/Board Member 59 30/09/15
Director/Board Member 56 04/12/05
Corporate Officer/Principal - 30/04/20
Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Chief Executive Officer 53 31/12/15
Chief Investment Officer 52 31/12/15
Chief Operating Officer 52 26/08/19
Director/Board Member 56 04/12/05
Director/Board Member 59 30/09/15
Director of Finance/CFO 77 26/08/19
Director/Board Member 48 -

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 95,275,765 95,275,765 ( 100.00 %) 0 100.00 %

Shareholders

NameEquities%Valuation
13,869,142 15.11 % 2 M $
Financial Gravity Asset Management, Inc.
0.9623 %
883,500 0.9623 % 159 030 $
160,500 0.1748 % 28 890 $

Holdings

NameEquities%Valuation
22,766 0.06% 12,667,002 $
12,762 0.01% 4,432,625 $
60,648 0.00% 4,404,864 $
1,821 0.00% 1,769,229 $
7,564 0.00% 1,524,146 $
1,592 0.00% 1,438,468 $
4,532 0.00% 1,417,066 $
8,980 0.00% 1,355,351 $
10,630 0.00% 1,253,171 $
6,604 0.00% 1,132,454 $

Company contact information

Financial Gravity Cos., Inc.

2501 Ranch Road 620 South Suite 110

78734, Lakeway

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http://www.financialgravity.com
address Financial Gravity Companies, Inc.(FGCO)
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