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PROMUS ADVISORS
8226 Douglas Avenue
Suite 650
Dallas, Texas 75225
Tel: 214-612-5750
About PROMUS ADVISORS
PROMUS ADVISORS, formally registered with the SEC as PROMUS ADVISORS. The firm was established in 02/05/2015. They have over 1 offices throughout the country.
PROMUS ADVISORS is a Dallas, Texas based Financial Planning firm with nearly $452,431,380 assets under management, offering retirement planning & investment advisory services to 249 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157484 |
| SEC# | 801-80941 |
| Assets Managed by Firm | $452,431,380 |
| No. of Clients | 249 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- 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 | 249 | $452,431,380 |
| High net worth individuals | 42 | $452,431,380 |
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