PPrivate Fund Data Log in Join · $37/mo

William Robert Nelson

CioFinancial Gravity Asset Management, Inc.CRD 4797755

About William Robert Nelson

William Robert Nelson is listed as Cio at Financial Gravity Asset Management, Inc. in Austin, TX. Form ADV reports a beneficial ownership band of Under 5%. William Robert Nelson is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Financial Gravity Asset Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does William Robert Nelson work?

William Robert Nelson is listed as Cio at Financial Gravity Asset Management, Inc. on SEC Form ADV.

How much of Financial Gravity Asset Management, Inc. does William Robert Nelson own?

Form ADV reports a beneficial ownership band of Under 5%.

Financial Gravity Asset Management, Inc.

TitleCio
OwnershipUnder 5%
Control personYes
Since2019
View Financial Gravity Asset Management, Inc. →

Freedom Investment Management, Inc.

TitleShareholder
Ownership25-50%
Control personYes
Since2018
View Freedom Investment Management, Inc. →

Financial Gravity Family Office Services, LLC

TitleMember
Ownership—
Control personYes
Since2020
View Financial Gravity Family Office Services, LLC →