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Building 2AVANTAX ADVISORY SERVICES

Map pinDALLAS, TX
Phone972-870-6000
NotebookSEC #801-29892
Total AUM
$46.1B
Employees
2,278
Clients
95,037

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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