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PROBITY ADVISORS, INC.
DALLAS, TX
214-891-8131
SEC #801-61430Total AUM
$859.4M
Employees
9Clients
567Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10000 N. CENTRAL EXPRESSWAY
SUITE 1326
DALLAS
TX 75231
United States
SUITE 1326
DALLAS
TX 75231
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
214-891-8131
Financials
Total AUM
$859.4M
Accounts
1,144Discretionary
$857.8M
Accounts
1,142Non-Discretionary
$1.7M
Accounts
2
Clients
Individual Clients
391AUM
$130.7M
HNW Individual Clients
152AUM
$531.8M
Pension/Profit Sharing Plan Clients
14AUM
$91.4M
Charitable Organization Clients
5AUM
$12.9M
Corporation or Business Clients
5AUM
$92.7M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARCACOFLKSMANENYOKSCTNTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.