Kimberly Perry
Investment adviser representative at Financial Gravity Family Office Services, LLC
25 yearsExperience
2 statesRegistered in
$590.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Financial Gravity Family Office Services, LLCJan 2022 to now
- Kimberly J Perry, CpaSep 2001 to now
- Horter Investment ManagementDec 2018 to Jan 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Financial Gravity Family Office Services, LLC
$590.5MAssets managed
1,724Clients
38Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5717928
- Firm CRD
- 316024