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| Happy Holidays!! thanks for using AUM13F!! |
| Avantax Advisory Services Inc
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|---|---|
| CRD # | 104556 |
| SEC # | 801-29892 |
| CIK # | 0001303042 |
| AUM | $46.1 B (2025-03-31) |
| Employees | 2,278 (100% Investors, 96% Brokers) |
| Phone | 972-870-6000 |
| Address | 3200 Olympus Blvd Dallas, TX 75019 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87,266 | 22.5 |
| (b) Individuals (high net worth individuals) | 5,171 | 20.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1,842 | 1.3 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 658 | 2.2 |
| (n) Other | 99 | 0.1 |
| Total | 140,306 | 46.1 |
| By Discretionary | ||
| Discretionary | 117,838 | 38.1 |
| Non-Discretionary | 22,468 | 8.0 |
| Total | 140,306 | 46.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 46.1 | |
| Total | 140,306 | 46.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001303042] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Betterment LLC
✚
|
NY | 56.4 |
|
World Investment Advisors LLC
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|
CA | 56.3 |
|
Citigroup Global Markets Inc
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|
NY | 46.9 |
|
Mawer Investment Management Ltd
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|
45.9 | |
|
Moneta Group Investment Advisors LLC
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|
MO | 42.8 |
|
Chevy Chase Trust Company
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|
MD | 40.3 |
|
AE Wealth Management LLC
✚
|
KS | 37.5 |
|
Private Advisor Group LLC
✚
|
NJ | 37.3 |
|
Osaic FA Inc
✚
|
IN | 37.1 |
|
Marquette Associates Inc
✚
|
IL | 35.6 |