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Building 2AVANTAX PLANNING PARTNERS, INC.

Map pinDUBUQUE, IA
Phone563-582-2855
NotebookSEC #801-50939
Total AUM
$7.6B
Employees
261
Clients
8,370

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3390 ASBURY ROAD
DUBUQUE
IA 52002-2801
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
563-582-2855
Other Offices
169

ReceiptFinancials

Total AUM
$7.6B
Accounts
13,797
Discretionary
$7.6B
Accounts
13,793
Non-Discretionary
$5.3M
Accounts
4

ContactClients

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Individual Clients
6,299
AUM
$1.6B
HNW Individual Clients
1,216
AUM
$3.6B
Pension/Profit Sharing Plan Clients
591
AUM
$2.2B
Charitable Organization Clients
153
AUM
$49.6M
Corporation or Business Clients
111
AUM
$152.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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