Overview
Assets Under Management: $542 million
Headquarters: CORAL SPRINGS, FL
High-Net-Worth Clients: 66
Average Client Assets: $5 million
Frequently Asked Questions
GRAVITALIX FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #340206), GRAVITALIX FINANCIAL is subject to fiduciary duty under federal law.
GRAVITALIX FINANCIAL is headquartered in CORAL SPRINGS, FL.
GRAVITALIX FINANCIAL serves 66 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, GRAVITALIX FINANCIAL offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GRAVITALIX FINANCIAL manages $542 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, GRAVITALIX FINANCIAL serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.25
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 199,399
Discretionary Accounts: 199,399
Regulatory Filings
CRD Number: 340206
Filing ID: 2047474
Last Filing Date: 2026-01-30 09:25:26