Paratus Financial is a wealth management firm providing a wide array of services including income tax planning, investment planning, risk management, estate planning, retirement planning, and business planning. Formed in 2003, Paratus currently advises over one hundred clients with a combined wealth of approximately $2 billion. Our services are comprehensive and personal; each client contract and file has unique, prioritized, and clear summaries of mandatory and time-sensitive financial issues. Paratus prides itself on keeping up with the best practices, services, and products in all areas of personal finance.
View Top Employees from Paratus Financial, Inc.Website | http://www.paratusfinancial.com |
Revenue | $6 million |
Employees | 5 (4 on RocketReach) |
Founded | 2003 |
Address | 5220 McKinney Ave 200, Dallas, Texas 75205, US |
Phone | (214) 378-7400 |
Fax | (214) 378-7402 |
Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Paratus Financial, Inc. annual revenue was $6 million in 2024.
Olivia Smith is the Director of Paratus Financial, Inc..
4 people are employed at Paratus Financial, Inc..
Paratus Financial, Inc. is based in Dallas, Texas.
The NAICS codes for Paratus Financial, Inc. are [52393, 52, 523, 5239].
The SIC codes for Paratus Financial, Inc. are [62, 628].