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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 1515 offices throughout the country.
AVANTAX ADVISORY SERVICES is a Dallas, Texas based Financial Planning firm with nearly $30,968,246,116 assets under management, offering retirement planning & investment advisory services to 123393 clients. The firm is staffed with 2433 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104556 |
| SEC# | 801-29892 |
| Assets Managed by Firm | $30,968,246,116 |
| No. of Clients | 123393 |
| No. of Advisors | 2433 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other(SOLICITOR FEES)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 123393 | $30,968,246,116 |
| Individuals (other than high net worth individuals) | 77935 | $16,948,591,647 |
| High net worth individuals | 5188 | $11,831,407,912 |
| Pension and profit sharing plans | 1578 | $1,100,778,551 |
| Corporations or other businesses | 613 | $1,037,959,473 |
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