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| Happy Holidays!! thanks for using AUM13F!! |
| Avantax Planning Partners Inc
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| CRD # | 106237 |
| SEC # | 801-50939 |
| CIK # | 0001005441 |
| AUM | $6.9 B (2025-07-28) |
| Employees | 254 (100% Investors, 46% Brokers) |
| Phone | 563-582-2855 |
| Address | 3390 Asbury Road Dubuque, IA 52002-2801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,485 | 1.6 |
| (b) Individuals (high net worth individuals) | 1,095 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 580 | 2.0 |
| (h) Charitable organizations | 120 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 91 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 13,679 | 6.9 |
| By Discretionary | ||
| Discretionary | 13,679 | 6.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13,679 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.9 | |
| Total | 13,679 | 6.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001005441] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crossmark Global Investments Inc
✚
|
TX | 7.1 |
|
Glenmede Investment Management LP
✚
|
PA | 7.1 |
|
Bolton Securities Corp
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|
MA | 7.0 |
|
Hood River Capital Management LLC
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|
FL | 6.9 |
|
RBC Private Counsel USA Inc
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|
6.8 | |
|
Strategic Capital Allocation Group LLC
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|
MA | 6.8 |
|
Coolabah Capital Institutional Investments PTY Limited
✚
|
6.8 | |
|
Clarkston Capital Partners LLC
✚
|
MI | 6.8 |
|
Kornitzer Capital Management Inc
✚
|
KS | 6.8 |
|
Mutual Advisors LLC
✚
|
NE | 6.8 |