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).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Probitas Financial
Showing 1 - 1 of 1 top financial advisors.
1
Gary J. Vyneman
CRD#: 4765414
1500 Quail Street, Suite 540, Newport Beach, CA 92660

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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