5187 Utica Ridge Rd
Davenport, Iowa 52807
Tel: 563-326-2064
AUSDAL FINANCIAL PARTNERS, INC, formally registered with the SEC as AUSDAL FINANCIAL PARTNERS, INC. The firm was established in 06/05/2008. They have over 126 offices throughout the country.
AUSDAL FINANCIAL PARTNERS, INC. is a Davenport, Iowa based Financial Planning firm with nearly $1,415,697,036 assets under management, offering retirement planning & investment advisory services to 8303 clients. The firm is staffed with 325 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 7995 |
SEC# | 801-69266 |
Assets Managed by Firm | $1,415,697,036 |
No. of Clients | 8303 |
No. of Advisors | 325 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 8303 | $1,415,697,036 |
Individuals (other than high net worth individuals) | 6410 | $650,668,814 |
High net worth individuals | 1855 | $753,661,947 |
Pension and profit sharing plans | 11 | $8,171,152 |
Charitable organizations | 8 | $1,535,232 |
Corporations or other businesses | 19 | $1,659,891 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$279,108,496,692 | 13656 | 1925 | |
$93,670,595,774 | 1522 | 484 | |
$87,349,594,698 | 210 | 289 | |
$82,427,818,654 | 461370 | 3352 | |
$9,416,854,861 | 46075 | 1430 |
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