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| Avantax Advisory Services Inc
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|
|---|---|
| CRD # | 104556 |
| SEC # | 801-29892 |
| CIK # | 0001303042 |
| AUM | $31.0 BB (2023-03-30) |
| Employees | 2,488 (100% Investors, 97% Brokers) |
| Phone | 972-870-6000 |
| Address | 3200 Olympus Blvd Dallas, TX 75019 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| XOM | 385.5 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64,281 | 13.4 |
| (b) Individuals (high net worth individuals) | 10,323 | 18.3 |
| (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 | 2,828 | 1.4 |
| (h) Charitable organizations | 0 | 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 | 562 | 1.1 |
| (n) Other | 92 | 0.1 |
| Total | 111,856 | 34.3 |
| By Discretionary | ||
| Discretionary | 85,094 | 24.9 |
| Non-Discretionary | 26,762 | 9.4 |
| Total | 111,856 | 34.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 34.3 | |
| Total | 111,856 | 34.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001303042] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mercer Global Advisors Inc
✚
|
CO | 35.1 |
|
Citigroup Global Markets Inc
✚
|
NY | 34.9 |
|
Cetera Investment Advisers LLC
✚
|
IL | 33.4 |
|
Lincoln Financial Advisors Corporation
✚
|
IN | 32.6 |
|
Chevy Chase Trust Company
✚
|
MD | 32.0 |
|
Moneta Group Investment Advisors LLC
✚
|
MO | 30.7 |
|
Royal Alliance Associates Inc
✚
|
NJ | 29.5 |
|
The Ayco Company LP
✚
|
NY | 28.6 |
|
ASB Capital Management LLC
✚
|
MD | 27.1 |
|
Pensionmark Financial Group LLC
✚
|
CA | 26.6 |