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Avantax, Inc.

ShareholderAvantax Advisory Services, Inc.

About Avantax, Inc.

Avantax, Inc. is listed as Shareholder at Avantax Advisory Services, Inc. in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Avantax Advisory Services, Inc.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Avantax, Inc. work?

Avantax, Inc. is listed as Shareholder at Avantax Advisory Services, Inc. on SEC Form ADV.

How much of Avantax Advisory Services, Inc. does Avantax, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Avantax Advisory Services, Inc.

TitleShareholder
OwnershipOver 75%
Control personYes
Since2024
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