Privus Financial, LLC is an adviser based in Dallas. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Texas.
Privus Financial provides financial planning services and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has a single stream of revenue. Clients pay Privus Financial, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Privus Financial, LLC performs its advisory services is located at 13155 Noel Road, Dallas, TX 75240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (512) 630-5055. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at privusfinancial.com/ and its LinkedIn profile.