Probity Advisors

Investment Management • Dallas, Texas, United States • 1-10 Employees

Company overview

Headquarters	10,000 N. Central Expressway, Suite 1326, Dallas, TX 75231, US
Phone number	+12148918131
Website	probityadvisors.com
NAICS	5231
SIC	628
Keywords	Personal Financial Planning, Customized Portfolio Management, Family Estate Planning, Business Exit Strategy Planning
Employees	1-10
Socials

Key Contact at Probity Advisors

Buddy Ozanne

President And Founder

Probity Advisors Email Formats

Probity Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@probityadvisors.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@probityadvisors.com	83.3%
{first name}{last name}	johndoe@probityadvisors.com	16.7%

About Probity Advisors

For more than 60 years,our advisors have helped individuals, families, and businesses manage their financial assets and resources in order to achieve financial independence and security. With expertise in customized portfolio management, financial and estate planning, retirement benefits consulting, risk management solutions, and tax planning, Probity provides a comprehensive and integrated approach to managing and building wealth. Probity's team of Certified Financial Planners®, Chartered Financial Analysts®, and Chartered Financial Consultants® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with a coordinated estate, investment, and tax strategy.

Probity Advisors revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,200,000
Total funding	No funding