PRIVUS FINANCIAL, LLC
Firm details
- Headquarters
- IRVING, Texas
- CRD number
- 291495
- Registered since
- January 12, 2018
- Website
- privusfinancial.com
- Fee structure
- Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Privus Financial, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm is individually owned and positions itself as a capital allocator that serves both individual & family clients and institutional relationships. Its advisory work focuses on financial planning and on selecting third-party advisers and managers rather than running an extensive in‑house product shelf. Privus also lists accountant as a principal business activity and shows an affiliation with an insurance company, indicating a mix of planning, tax/accounting competency and insurance capabilities in its client service model. The firm reports a fixed-fee and other fee structure and is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Teresa Gast
Managing PartnerCRD 4538549
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVING, TX
DALLAS
Location
IRVING, TX
Headquartered in IRVING, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 909 Lake Carolyn Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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