PRIVUS FINANCIAL, LLC

DALLAS, Texas·5 registered advisors·CRD# 291495
SEC# 801-1123130(512) 630-5055
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Security ratings or pricing services
Compensation
Subscription fees
Other: REFER TO SCHEDULE D-MISCELLANEOUS FOR ADDT'L FEE INFORMATION
03

Specialties

Financial Planning
04

Advisors at PRIVUS FINANCIAL, LLC

5 registered advisors
Chandler Moerbe
DALLAS, Texas
Jason Matthew Kos
DALLAS, Texas
Jeffrey Allen Wilson
DALLAS, Texas
Michael Anthony Hall
DALLAS, Texas
Teresa Donne Gast
DALLAS, Texas
05

Office Locations

DALLAS, Texas
5 advisors

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Data sourced from SEC Form ADV filings. PRIVUS FINANCIAL, LLC (CRD# 291495) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.