Probitas Financial (CRD# 143819) is a financial advisory firm headquartered in Newport Beach, CA. They manage $25,941,186 in 79 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts79ACCOUNTS
Average Account Value$328,369
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Gary Vyneman (CRD# 4765414) is an Investment Advisor Representative working at Probitas Financial in Newport Beach, CA and has over 13 years of experience in the finance industry.