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PARATUS FINANCIAL, INC.
CRD 133361 · SEC 801-63703
5220 MCKINNEY AVE STE 200, DALLAS, TX, 75205, United States
Phone
214-378-7400
Fax
214-378-7402
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$757.4M
Discretionary AUM
$271.3M
Team
8 total employees; 7 advisory reps; 19 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $23.8M |
| High net worth individuals | 68 | $730.1M |
| Pension/profit sharing plans | 1 | $3.5M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD