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Ausdal Financial Partners, Inc.

● SEC registered since 2008CRD 7995SEC# 801-69266Davenport, IA
Export (members)
Reg. AUM
$2.13B
Employees
405
Accounts
10,402
Location
Davenport, IA

Ausdal Financial Partners, Inc. assets under management

Ausdal Financial Partners, Inc. is a registered investment adviser overseen by the SEC based in Davenport, IA. The firm has been registered since 2008. It reports $2.1 billion in regulatory assets under management and employs 405 people.
www.theonlycornerstone.comView on SEC.gov ↗

Ausdal Financial Partners, Inc. owners & executives

18 reported
NameTitleOwnershipSince
David Bruce Roberts ControlChairman, Director, Shareholder,vice President10-25%2012
Ivana M ShumbergFinopUnder 5%2023
James Jefferson Simpson ControlShareholder, Executive Vice President,director5-10%2020
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Frequently asked questions

How much does Ausdal Financial Partners, Inc. manage?

Ausdal Financial Partners, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Ausdal Financial Partners, Inc. have?

Ausdal Financial Partners, Inc. reports 405 employees.

Where is Ausdal Financial Partners, Inc. located?

Ausdal Financial Partners, Inc. is based in Davenport, IA and has been SEC-registered since 2008.

Does Ausdal Financial Partners, Inc. disclose fund performance?

Ausdal Financial Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5187 Utica Ridge Rd, Davenport, IA 52807
Phone563-326-2064
Fax563-326-2159
Office hours0830 To 1630
SEC regionChicago Regional Office (CHRO)
CIK314828
Discloses disciplinary historyYes

Assets under management

Discretionary$2B
Non-discretionary$130.6M
Total (RAUM)$2.13B