Overview
Assets Under Management: $2.1 billion
Headquarters: DAVENPORT, IA
High-Net-Worth Clients: 1,166
Average Client Assets: $762,599
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