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Avantax Advisory Services, Inc.

CRD 104556SEC# 801-29892Dallas, TX
Export (members)
No longer SEC-registered. Avantax Advisory Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$46.11B
Employees
2,278
Accounts
140,306
Location
Dallas, TX

Avantax Advisory Services, Inc. assets under management

Avantax Advisory Services, Inc. is an SEC-registered investment adviser based in Dallas, TX. It reports $46.1 billion in regulatory assets under management and employs 2,278 people.
View on SEC.gov ↗

Avantax Advisory Services, Inc. owners & executives

20 reported
NameTitleOwnershipSince
Allan Keith Shores ControlCo-TreasurerUnder 5%2024
Andrew David Watts ControlPresident & Co-SecretaryUnder 5%2024
Avantax Wealth Management, Inc. ControlShareholderOver 75%1986
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Frequently asked questions

How much does Avantax Advisory Services, Inc. manage?

Avantax Advisory Services, Inc. reports $46.1 billion in regulatory assets under management on its Form ADV.

How many employees does Avantax Advisory Services, Inc. have?

Avantax Advisory Services, Inc. reports 2,278 employees.

Where is Avantax Advisory Services, Inc. located?

Avantax Advisory Services, Inc. is based in Dallas, TX.

Does Avantax Advisory Services, Inc. disclose fund performance?

Avantax Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3200 Olympus Blvd, Suite 100, Dallas, TX 75019
Office hours8:00a.m. - 5:00p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$38.14B
Non-discretionary$7.97B
Total (RAUM)$46.11B