Financial Gravity Announces Exceptional Quarter-Over-Quarter Revenue Growth
FGCO has attracted advisors of all sizes to join its platform, from small startup practices to those managing well over $100 million in assets under management. This demonstrates the versatility of FG’s value proposition and its ability to support advisors at any stage of practice development.
Financial Gravity Announces Acquisition of Approximately $80 Million AUM from Prominent Ohio-Based Investment Advisor, Marathon Financial Group, LLC, and its Owner J’Neanne Theus
Financial Gravity Companies, Inc., a leading financial services firm, is thrilled to announce the successful completion of an asset purchase, acquiring approximately $80 million in assets under management (AUM) from Marathon Financial Group, LLC, and its esteemed owner, J’Neanne Theus.
Financial Gravity Welcomes New Family Office Director Vardan Pogosian
Austin, Texas, July 19, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Vardan Pogosian aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director Diane Gibson
Austin, Texas, July 6, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Diane Gibson aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director Richard (Joe) Cumley
Austin, Texas, June 27, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Richard (Joe) Cumley aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director Ray Rathel
Austin, Texas, June 21, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Ray Rathel aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director Angie Bhasin
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Angie Bhasin aboard as a Family Office Director.
Financial Gravity Announces Successful Completion of Transaction and $150 Million Increase in Assets Under Management
Financial Gravity Companies, Inc. (OTC: FGCO) is excited to announce the successful completion of a transaction with CAMBRIDGE CAPE COD ADVISORS, LLC. The transaction closed on June 6, 2023, and will result in increased cash flow and access to additional revenue streams for Financial Gravity.
Financial Gravity Welcomes New Family Office Director Jessica Aldulaimi
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Jessica Aldulaimi aboard as a Family Office Director.
Financial Gravity Releases “Winning the Wallet Share War”
“Winning the Wallet Share War” argues that emerging trends and new technologies create a favorable environment for tax professionals to expand the services they provide to their tax clients. This book explores the challenges and opportunities that modern tax professionals face, revealing how to capitalize on new client service opportunities.