Paratus Financial

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Last updated: February 23rd, 2020. Data source: SEC filings.


Paratus Financial, federally registered in 2005, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 7 advisors. Paratus Financial manages $1.7 billion and provides investment advisory services for 177 clients (1:26 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 26
Percentage of Advisors Trusted Less than 1%
Minimum Investment $0
Average Client Balance $9,548,491
Total AUM $1.7 billion
Advisor / Client Ratio 1:26
Headquarters 5220 Mckinney Ave Ste 200 Dallas, TX 75205
SEC Filings View SEC IAPD CRD #133361
State(s) Registered TX

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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