$74.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark
- Clients
- Retail and Institutional
- Platforms
- Ember zenith
- Established Date
- 07-25-2007
- Office Locations
- 2
Office Locations
1500 Quail Street Suite 540 Newport Beach CA
-- Ladera Ranch CA
About Probitas Financial
Probitas Financial is a Newport Beach, CA advisory firm focused on comprehensive wealth planning—risk management and insurance strategy, deferred compensation and retirement distribution planning, and estate/charitable and family wealth transfer planning, including business succession and trustee/executor selection. Investment implementation includes portfolio construction using mutual funds, ETFs, and fixed income; works with AssetMark.
Team overview
49 AVG AGE
$74.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
10.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Vector radial Summit
Client Personas
Alpha
Custodian
Horizon
Investment Themes
Ember
Investment Vehicles
Element horizon
Platform
Horizon alpha
Services
Legacy Harbor Ember matrix Unison
Technology
Glacier
Owner & Executives
GARY JOSEPH VYNEMAN
President
- CRD
- #4765414
- Ownership
- 75% or more
(394) 468-1156
vital.horizon@catalystcapital.com
in linkedin.com/in/legacy-catalyst
Showing 1 of 1 owners & executives
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T
TRACI LYNN KAAS
--
- CRD
- #5640507
(272) 503-4592
legacy.capital@peakcapital.com
in linkedin.com/in/vertex-beacon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $74,684,052 | -- |
| Total | $74,684,052 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,684,052
Public Funds:
13.0% Equity - Exchange:
16.2% Municipal Bonds:
7.5% Corporate - Investment Grade:
22.0% Cash:
14.5% U.S. Government/Agency:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $421,823,216 | 13.0% |
| Equity - Exchange | $525,656,623 | 16.2% |
| Municipal Bonds | $243,359,548 | 7.5% |
| Corporate - Investment Grade | $713,854,673 | 22.0% |
| Cash | $470,495,126 | 14.5% |
| U.S. Government/Agency | $869,604,784 | 26.8% |
| Total | $3,244,793,970 | 100.0% |