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Paratus Financial, Inc.

● SEC registered since 2005CRD 133361SEC# 801-63703Dallas, TX
Export (members)
Reg. AUM
$701.3M
Employees
7
Accounts
674
Location
Dallas, TX

Paratus Financial, Inc. assets under management

Paratus Financial, Inc. is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2005. It reports $701.3 million in regulatory assets under management and employs 7 people.
www.paratusfinancial.comView on SEC.gov ↗

Paratus Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Bonnie Free Chadwick ControlManaging Director / CcoOver 75%2004

Frequently asked questions

How much does Paratus Financial, Inc. manage?

Paratus Financial, Inc. reports $701.3 million in regulatory assets under management on its Form ADV.

How many employees does Paratus Financial, Inc. have?

Paratus Financial, Inc. reports 7 employees.

Where is Paratus Financial, Inc. located?

Paratus Financial, Inc. is based in Dallas, TX and has been SEC-registered since 2005.

Does Paratus Financial, Inc. disclose fund performance?

Paratus Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5220 McKinney Ave Ste 200, Dallas, TX 75205
Phone214-378-7400
Fax214-378-7402
Office hours8:30-5:00
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$244.5M
Non-discretionary$456.8M
Total (RAUM)$701.3M