Overview
Assets Under Management: $732 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 142
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 142
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,111
Discretionary Accounts: 1,109
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 121849
Filing ID: 1957995
Last Filing Date: 2025-03-27 11:38:00
Website: https://probityadvisors.com