Overview
Assets Under Management: $2.1 billion
Headquarters: DAVENPORT, IA
High-Net-Worth Clients: 1,166
Average Client Assets: $762,599
Frequently Asked Questions
AUSDAL FINANCIAL PARTNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #7995), AUSDAL FINANCIAL PARTNERS, INC. is subject to fiduciary duty under federal law.
AUSDAL FINANCIAL PARTNERS, INC. is headquartered in DAVENPORT, IA.
AUSDAL FINANCIAL PARTNERS, INC. serves 1,166 high-net-worth clients according to their SEC filing dated July 25, 2025. View client details ↓
According to their SEC Form ADV, AUSDAL FINANCIAL PARTNERS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AUSDAL FINANCIAL PARTNERS, INC. manages $2.1 billion in client assets according to their SEC filing dated July 25, 2025.
According to their SEC Form ADV, AUSDAL FINANCIAL PARTNERS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.66
Average High-Net-Worth Client Assets: $762,599
Total Client Accounts: 10,402
Discretionary Accounts: 9,939
Non-Discretionary Accounts: 463
Regulatory Filings
CRD Number: 7995
Filing ID: 2004443
Last Filing Date: 2025-07-25 07:02:00
Website: https://ausdal.com