Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > dallas > PROBITY ADVISORS, INC.
PROBITY ADVISORS, INC.
10000 N. Central Expressway
Suite 1326
Dallas, Texas 75231
Tel: 214-891-8131
About PROBITY ADVISORS, INC.
PROBITY ADVISORS, INC, formally registered with the SEC as PROBITY ADVISORS, INC. The firm was established in 10/03/2002. They have over 1 offices throughout the country.
PROBITY ADVISORS, INC. is a Dallas, Texas based Financial Planning firm with nearly $630,181,725 assets under management, offering retirement planning & investment advisory services to 509 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121849 |
| SEC# | 801-61430 |
| Assets Managed by Firm | $630,181,725 |
| No. of Clients | 509 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 509 | $630,181,725 |
| Individuals (other than high net worth individuals) | 362 | $114,667,199 |
| High net worth individuals | 123 | $385,366,719 |
| Pension and profit sharing plans | 14 | $61,888,319 |
| Charitable organizations | 5 | $12,080,560 |
| Corporations or other businesses | 5 | $56,178,928 |
More Retirement Planning firms in Dallas, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Dallas, Texas