PARATUS FINANCIAL, INC.

5220 Mckinney Ave Ste 200
Dallas, Texas 75205
Tel: 214-378-7400

About PARATUS FINANCIAL, INC.

PARATUS FINANCIAL, INC, formally registered with the SEC as PARATUS FINANCIAL, INC. The firm was established in 01/03/2005. They have over 1 offices throughout the country.

PARATUS FINANCIAL, INC. is a Dallas, Texas based Financial Planning firm with nearly $619,615,968 assets under management, offering retirement planning & investment advisory services to 585 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133361
SEC#	801-63703
Assets Managed by Firm	$619,615,968
No. of Clients	585
No. of Advisors	7

Fee Structure

Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	585	$619,615,968
Individuals (other than high net worth individuals)	43	$22,648,491
High net worth individuals	40	$594,469,749
Pension and profit sharing plans	Fewer than 5 clients	$2,497,728

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