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| Ausdal Financial Partners Inc
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|
|---|---|
| CRD # | 7995 |
| SEC # | 801-69266 |
| CIK # | 0000314828, 0001667146 |
| AUM | $3.7 B (2026-04-13) |
| Employees | 306 (55% Investors, 92% Brokers) |
| Phone | 563-326-2064 |
| Address | 5187 Utica Ridge Rd Davenport, IA 52807 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Caterpillar Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Graniteshares Gold Trust | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,432 | 1.6 |
| (b) Individuals (high net worth individuals) | 4,004 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 0.0 |
| (h) Charitable organizations | 18 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 97 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 16,572 | 3.7 |
| By Discretionary | ||
| Discretionary | 15,750 | 3.5 |
| Non-Discretionary | 822 | 0.3 |
| Total | 16,572 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 16,572 | 3.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001667146] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Miller Howard Investments Inc
✚
|
NY | 3.8 |
|
Kingswood Wealth Advisors LLC
✚
|
CA | 3.8 |
|
van Berkom and Associates Inc
✚
|
3.8 | |
|
Alken Asset Management Ltd
✚
|
3.8 | |
|
Schwartz Investment Counsel Inc
✚
|
MI | 3.8 |
|
GFS Advisors LLC
✚
|
TX | 3.8 |
|
Beaumont Financial Advisors LLC
✚
|
MA | 3.8 |
|
BOK Financial Private Wealth Inc
✚
|
CO | 3.7 |
|
The Welch Group LLC
✚
|
AL | 3.7 |
|
Frost Investment Services LLC
✚
|
TX | 3.7 |