PRIVUS FINANCIAL, LLC

DALLAS, Texas·2 registered advisors·CRD# 291495
SEC# 801-1123130(512) 630-5055
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
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

2 registered advisors
Chandler Moerbe
DALLAS, Texas
Teresa Donne Gast
DALLAS, Texas
05

Office Locations

DALLAS, Texas
2 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.