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Paratus Financial, Inc.

EST. AUM
$701,325,240

CONTACTS
3

CLIENT ACCOUNTS
674

Firm Details

Metro area Dallas
CRD Number 133361
Website paratusfinancial.com
Client types

Overview

Paratus Financial is a wealth management firm that offers a comprehensive range of services, including income tax planning, investment planning, risk management, estate planning, retirement planning, and business planning. Established in 2003, the firm currently advises over one hundred clients with a combined wealth of approximately $2 billion. Paratus emphasizes personalized service, ensuring that each client contract and file contains unique, prioritized summaries of essential and time-sensitive financial matters. The firm is committed to adhering to best practices and staying informed about the latest services and products in personal finance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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