G
CRD: 340206
Gravitalix Financial
Coral Springs, FL, 33065
6467320299
$542.5M Total AUM
$542.5M Disc. AUM
-- 3Y CAGR
2 Employees
199,399 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2025
- Office Locations
- 1
Office Locations
3301 North University Drive Suite 100 Coral Springs FL
About Gravitalix Financial
Gravitalix Financial is a Coral Springs-based RIA. The firm has been operating for 0 years. Managing $542.5M in total assets under management, with 1 advisory representatives. They custody assets with JP Morgan. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$542.5M AVG AUM / ADVISOR
$2.7K AVG AUM / CLIENT
1 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Timber optima Ridge wave
Investment Themes
Harbor
Services
Horizon optima Summit unison Pathway
Owner & Executives
N
Neil Steinhardt
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
(312) 543-3354
fusion.signal@primecapital.com
in linkedin.com/in/bridge-ember
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $542,500,000 | $2,721 |
| Non-Discretionary | $0 | -- |
| Total | $542,500,000 | $2,721 |
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Separately Managed Accounts
Total SMA Asset: $542,500,000
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $7,738,233,900 | 100.0% |
| Total | $7,738,233,900 | 100.0% |