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AVANTAX ADVISORY SERVICES
DALLAS, TX
972-870-6000
SEC #801-29892Total AUM
$46.1B
Employees
2,278Clients
95,037Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3200 OLYMPUS BLVD
SUITE 100
DALLAS
TX 75019
United States
SUITE 100
DALLAS
TX 75019
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
972-870-6000
Other Offices
1923
Financials
Total AUM
$46.1B
Accounts
140,306Discretionary
$38.1B
Accounts
117,838Non-Discretionary
$8B
Accounts
22,468
Clients
Individual Clients
87,266AUM
$22.5B
HNW Individual Clients
5,171AUM
$20B
Pension/Profit Sharing Plan Clients
1,842AUM
$1.3B
Charitable Organization Clients
1AUM
$1.1M
Corporation or Business Clients
658AUM
$2.2B
Other Clients
99AUM
$106.4M
Description of Other Clients
ASSOCIATIONS, UNINCORPORATED BUSINESSES
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Felony ChargeOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 15 other businesses.