P
$757.4M Total AUM
$271.3M Disc. AUM
14.0% 3Y CAGR
8 Employees
107 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- DeltaMeridian matrix
- Established Date
- 01-03-2005
- Office Locations
- 1
Office Locations
5910 N Central Expwy Ste. 1955 Dallas TX
About Paratus Financial, Inc.
Dallas-based Paratus Financial provides comprehensive wealth management for high-net-worth clients and business owners, integrating income tax planning, retirement and estate planning, risk management/insurance, and business planning with investment policy, asset allocation, and benchmarked performance reviews. Public profile data shows a fixed-income tilt including municipal bonds, with custody through Charles Schwab.
Team overview
-- AVG AGE
$108.2M AVG AUM / ADVISOR
$7.1M AVG AUM / CLIENT
21.5 yrs AVG TENURE
8 Employees
7 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Asset Classes
Vector Optima capital
Client Personas
Frontier oak
Custodian
Value
Investment Themes
Vital ember Prime
Investment Vehicles
Vital vital
Services
Pioneer Momentum ridge Timber Harbor Vital Catalyst Zenith
Technology
Crest frontier Matrix
Owner & Executives
B
BONNIE FREE CHADWICK
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #2443077
- Ownership
- 75% or more
(775) 683-9119
vital.optima@northcapital.com
in linkedin.com/in/peak-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $271,289,908 | $757,793 |
| Non-Discretionary | $486,158,587 | $1,409,155 |
| Total | $757,448,495 | $1,077,452 |
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Separately Managed Accounts
Total SMA Asset: $757,448,495
Municipal Bonds:
34.9% U.S. Government/Agency:
35.2% Corporate - Investment Grade:
29.9% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $849,753,068 | 34.9% |
| U.S. Government/Agency | $857,057,535 | 35.2% |
| Corporate - Investment Grade | $728,011,940 | 29.9% |
| Total | $2,434,822,543 | 100.0% |