Probity Advisors Inc
Legal Name: PROBITY ADVISORS, INC.
Full Contact Details
Probity Advisors Inc
10000 N. CENTRAL EXPRESSWAY, SUITE 1326, DALLAS, TX
214-891-8131
214-891-8585
Other Info
Probity Advisors Inc is legally known as PROBITY ADVISORS, INC.. It is a TX Corporation. This firm has 10 employees, of which 6 are employees in advisory roles. It serves 6 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Oct 3, 2002.
Home - Probity Advisors, Inc.
Client Login Client Login Home About Us Our Services Portfolio Management Estate Planning Financial Planning Succession Planning Workplace Savings Research Market Commentaries News Contact Us Select PageHomeAbout UsOur Services Portfolio Management Estate Planning Financial Plan…
Direct Owners
-
CHRISTOPHER TYLER SORROW
VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/BOARD MEMBER owns less than 5%
-
LINDA M. OZANNE
SECRETARY owns less than 5%
-
PORTER LOUIS OZANNE
PRESIDENT/CHAIRMAN OF BOARD owns less than 5%
-
RUSSELL SIMMS JOHNSON
TRUSTEE OF PROBITY SHAREHOLDER TRUST DTD 7/6/2005 owns less than 5%
-
THE PROBITY SHAREHOLDERS TRUST DTD 07/06/2005
TRUST owns 75% or more
Indirect Owners
-
THE PORTER L. OZANNE AND LINDA M. OZANNE JOINT LIVING TRUST DATED 10/30/84 & ANY AMENDMENTS THERETO
TRUST owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
- ISHARES TR S&P 500 VAL ETF $20,404k
- ISHARES TR S&P 500 GRWT ETF $19,030k
- ISHARES $15,886k
- ISHARES 0-5 YE INV GRADE CORPORATE $12,294k
- ISHARES TR CORE MSCI EAFE $12,045k
- ISHARES TR $10,731k
- ISHARES TR JPMORGAN USD EMG $9,494k
- ISHARES FLT $9,122k
- ISHARES $8,368k
- ISHARES $7,536k