Avantax Advisory Services is an investment advisor in Dallas with $34.34 bn assets under management.
Company profile
Website
Employees
Location
Former names
H D Vest Advisory Services
SEC CIK
IRS number
752176682
SEC advisor number
801-29892
FINRA CRD number
104556
AUM ?
$41.70 bn
(as of 16 Apr 24)
Accounts
131,534
(as of 16 Apr 24)
Employees
2,478
(2478 investment advisory or research)
Address
Avantax Advisory Services
6333 NORTH STATE HIGHWAY 161 4TH FLOOR
IRVING
TX 75038
6333 NORTH STATE HIGHWAY 161 4TH FLOOR
IRVING
TX 75038
Phone
972-870-6219
Brochures
- Form Adv 2A Firm Brochure (30 Mar 23)
- Ims Portfolio Choice Wrap Brochure (30 Mar 23)
- Ims Prime Wrap Brochure (30 Mar 23)
- Ims Flex Choice Wrap Brochure (30 Mar 23)
- Ims Select Portfolios and Ims Select Tax Loss Harvesting Wrap Brochure (30 Mar 23)
- Reserved. Ims Flex Choice Wrap Program for KP Only (30 Mar 23)
- Ims Access Wrap Brochure (30 Mar 23)
- Ims Gateway Wrap Brochure (30 Mar 23)
- Ims Unified Choice Wrap Brochure (30 Mar 23)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21