Assets Under Management
$701.3M
Number of Clients
89
Number of Advisors
1
Average Client AUM
$7.9M
AUM per Advisor
$701.3M
Compensation
Fixed/Hourly
Paratus Financial provides custom financial planning services to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, corporations and charitable organizations. Services include investment recommendations, performance review, risk analysis, retirement planning, tax planning, and estate planning.
5220 Mckinney Ave Ste 200, Dallas, TX, 75205