AVANTAX ADVISORY SERVICES

3200 Olympus Blvd
Suite 100
Dallas, Texas 75019
Tel: 972-870-6000

About AVANTAX ADVISORY SERVICES

AVANTAX ADVISORY SERVICES, formally registered with the SEC as AVANTAX ADVISORY SERVICES. The firm was established in 09/20/1987. They have over 1581 offices throughout the country.

AVANTAX ADVISORY SERVICES is a Dallas, Texas based Financial Planning firm with nearly $41,695,726,722 assets under management, offering retirement planning & investment advisory services to 131534 clients. The firm is staffed with 2478 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104556
SEC#	801-29892
Assets Managed by Firm	$41,695,726,722
No. of Clients	131534
No. of Advisors	2478

Fee Structure

A percentage of AUM
Fixed fees
Other (SOLICITOR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS)

Firm Client Information

	No. of Clients	AUM
Firm Total	131534	$41,695,726,722
Individuals (other than high net worth individuals)	84296	$21,198,059,796
High net worth individuals	4470	$17,820,774,239
Pension and profit sharing plans	1664	$1,287,231,648
Corporations or other businesses	726	$1,389,661,039

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TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
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