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Promus Advisors

Headquartered in DALLAS, TX

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Firm Information

Promus Advisors is an investment advisor registered with the SEC and located in Dallas, Texas. The firm has 1 investment adviser representative and provides financial planning, portfolio management for individuals, and selection of other advisers. The firm manages approximately $452.4 million in assets for 42 high-net-worth individuals.

Promus Advisors

8226 DOUGLAS AVENUE

DALLAS, TX 75225

$452.43M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

PROMUS ADVISORS has a total of 2 branch locations across the country.
location

DALLAS, TX

location

Oakville

Advisors at Promus Advisors

View All 3 Advisors
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Nicholas Joseph Deery

RA

DALLAS, TX

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Joshua James Prince

CFP®, RA

DALLAS, TX

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Janine Christina kim Guenther

CFA®, RA

DALLAS, TX

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Disclosures

There are no public disclosures for Promus Advisors.

Frequently Asked Questions (7)

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