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AUSDAL FINANCIAL PARTNERS, INC.

5187 Utica Ridge Rd
Davenport, Iowa 52807
Tel: 563-326-2064

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About AUSDAL FINANCIAL PARTNERS, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#7995
SEC#801-69266
Assets Managed by Firm$1,533,931,190
No. of Clients8079
No. of Advisors317

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based
  • Other (REVENUE SHARING)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (ADVICE ON UMA PLATFORMS)

Firm Client Information

No. of ClientsAUM
Firm Total8079$1,533,931,190
Individuals (other than high net worth individuals)6276$691,829,239
High net worth individuals1746$803,469,061
Pension and profit sharing plans11$8,343,686
Charitable organizations10$2,776,748
Corporations or other businesses36$27,512,456

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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TRANSAMERICA RETIREMENT ADVISORS, LLC
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