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PROBITAS FINANCIAL
CRD 143819
1500 QUAIL STREET, SUITE 540, NEWPORT BEACH, CA, 92660, United States
Phone
949-528-6060
Fax
949-891-0181
Registration
— (—)
Source
State registered
Total AUM
$74.7M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $13.0M |
| High net worth individuals | 19 | $59.6M |
All web addresses on file
Official SEC filing: View on IAPD