Probitas Financial
Probitas Financial (CRD# 143819) is a financial advisory firm headquartered in Newport Beach, CA. They manage $45,269,995 in 124 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management45MILLION
-
Total Number of Accounts124ACCOUNTS
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Average Account Value$365,081
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Probitas Financial
1
Gary Vyneman (CRD# 4765414) is an Investment Advisor Representative working at Probitas Financial in Newport Beach, CA and has over 19 years of experience in the finance industry.
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