Probitas Financial

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).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $328,369
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
81
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.