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Financial Gravity Companies Inc
2501 RANCH ROAD 620 SOUTH, SUITE 110
Phone: (469) 342-9100p:469 342-9100 LAKEWAY, TX  78734  United States Ticker: FGCOFGCO
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.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
6/30/20229/30/2021YesYes-YesYes

Industries
SIC Code Description
8721 Accounting, auditing, and bookkeeping services
6282 Investment advice
7291 Tax return preparation services
8742 Management consulting services
6719 Offices of holding companies, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the BOD & Chief Executive Officer JohnPollock
Chairman of the Board, Chief Executive Officer ScottWinters 51 8/15/2019 8/15/2019
Vice Chairman of the BOD, CFO, Ass't Secretary & Ass't Treasurer PaulWilliams
11 additional Officers and Directors records available in full report.

Business Names
Business Name
FGCO
Financial Gravity Business, Inc.
Financial Gravity Holdings, Inc.
8 additional Business Names available in full report.

General Information
Number of Employees: 24 (As of 9/30/2016)
Outstanding Shares: 95,275,765 (As of 2/8/2024)
Shareholders: 1,689
Stock Exchange: OTC
Federal Tax Id: 204057712


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Friday, November 22, 2024