Sign in
Create a free account
AUSDAL FINANCIAL PARTNERS, INC.
DAVENPORT, IA
563-326-2064
SEC #801-69266Total AUM
$3.7B
Employees
306Clients
16,572Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5187 UTICA RIDGE RD
DAVENPORT
IA 52807
United States
DAVENPORT
IA 52807
United States
Operating Hours
0830 TO 1630
Monday - Friday
Monday - Friday
Phone
563-326-2064
Other Offices
111
Financials
Total AUM
$3.7B
Accounts
16,572Discretionary
$3.5B
Accounts
15,750Non-Discretionary
$250M
Accounts
822
Clients
Individual Clients
12,432AUM
$1.6B
HNW Individual Clients
4,004AUM
$2.1B
Pension/Profit Sharing Plan Clients
21AUM
$15.3M
Charitable Organization Clients
18AUM
$5.1M
Corporation or Business Clients
97AUM
$82.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVICE ON UMA PLATFORMS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.