


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 | |
| 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Probity Advisors has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Probity Advisors has never raised funding before.
Frequently asked questions
4.8
40,000 users



