Paratus Financial Inc

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Assets, Funds, Holdings

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Paratus Financial Inc
CRD #133361
SEC #801-63703
CIK #
AUM $619.6 MM (2024-03-14)
Employees 7 (86% Investors, 0% Brokers)
Phone214-378-7400
Address5220 Mckinney Ave Ste 200
Dallas, TX 75205
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
19001520114076038002004201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 43 22.6
(b) Individuals (high net worth individuals) 40 594.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 2.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 585 619.6
By Discretionary
Discretionary 253 202.4
Non-Discretionary 332 417.3
Total 585 619.6
By Non-United States Persons
Non-United States Persons 2.4
United States Persons 617.2
Total 585 619.6
Comparable Firms State AUM ($BB)
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TN 0.6
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NY 0.6
Windsor Capital Management LLC
AZ 0.6
Bason Asset Management LLC
CO 0.6
Dopkins Wealth Management LLC
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Financial Partners Group LLC
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Diligent Investors LLC
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Trubee Wealth Advisors Inc
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LSY Inc
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Cadent Capital Advisors LLC
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