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AVANTAX ADVISORY SERVICES
Tel: 972-870-6000
3200 Olympus Blvd Suite 100
Dallas, Texas 75019
AVANTAX ADVISORY SERVICES
AVANTAX ADVISORY SERVICES is a Dallas, Texas based financial advisory firm with nearly $30,968,246,116 in assets under management and provides investment advisory services for 123393 clients. There are currently 2433 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial Planning , Portfolio Management for Individuals , Portfolio Management for Business , Pension Consulting Services , Selection of Other Advisors , Educational Seminars/ Workshops
Fee Structure:
A Percentage of AUM, Fixed Fees, Other(SOLICITOR FEE
Firm CRD#:
104556
SEC#:
801-29892
No. of Clients:
123393
Assets under Management
$30,968,246,116
No. of Advisors:
2433
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