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 89 offices throughout the country.
AUSDAL FINANCIAL PARTNERS, INC. is a Davenport, Iowa based Financial Planning firm with nearly $1,533,931,190 assets under management, offering retirement planning & investment advisory services to 8079 clients. The firm is staffed with 317 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 7995 |
SEC# | 801-69266 |
Assets Managed by Firm | $1,533,931,190 |
No. of Clients | 8079 |
No. of Advisors | 317 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 8079 | $1,533,931,190 |
Individuals (other than high net worth individuals) | 6276 | $691,829,239 |
High net worth individuals | 1746 | $803,469,061 |
Pension and profit sharing plans | 11 | $8,343,686 |
Charitable organizations | 10 | $2,776,748 |
Corporations or other businesses | 36 | $27,512,456 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$377,222,976,882 | 6824 | 1955 | |
$93,913,367,327 | 643 | 645 | |
$88,549,358,554 | 213 | 258 | |
$87,368,733,496 | 448526 | 3312 | |
$16,157,423,229 | 212836 | 383 |
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