Avantax Wealth Management

Finance · 1-10 Employees

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Overview

Phone Number

(479) 636-3731

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
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1

About Avantax Wealth Management

Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the clients goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a clients financial success. Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.* Avantax helps you reach your goals by focusing on the total picture. Our company was created on the principle that a comprehensive, Tax-Smart approach to a persons financial situation will deliver better results. We pioneered Tax-Smart Investing over 30 years ago, and we have grown through delivery of superior results for oRead more
Popular SearchesAvantax Wealth ManagementAllard Financial Advisors LLCAllard Financial AdvisorsPaul AllardSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Avantax Wealth Management

<$5M
1-10
Private
-
-
N/A
$5.1M
11-50
Private
-
-
RN
Robert NebelFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
N/A
<$5M
11-50
Private
-
1992
AS
Anna SlodkowskaManager, Accounting
<$5M
1-10
Private
-
2001
RG
Richard GarnerDirector, Wealth Management
<$5M
1-10
Private
-
2021
WB
Webster BurrierDirector, Wealth Management
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Avantax Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Avantax Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Avantax Wealth Management.

Avantax Wealth Management Tech Stack

A closer look at the technologies used by Avantax Wealth Management

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Frequently Asked Questions Regarding Avantax Wealth Management

What is Avantax Wealth Management's official website?
Avantax Wealth Management's official website is www.allardfinancial.com
What is Avantax Wealth Management's Revenue?
Avantax Wealth Management's revenue is <$5 Million
What is Avantax Wealth Management's SIC code?
Avantax Wealth Management's SIC: 62,628
What is Avantax Wealth Management's NAICS code?
Avantax Wealth Management's NAICS: 52,523
How many employees does Avantax Wealth Management have?
Avantax Wealth Management has 1-10 employees
What industry does Avantax Wealth Management belong to?
Avantax Wealth Management is in the industry of: Finance, Securities Trading
What is Avantax Wealth Management competition?
Avantax Wealth Management top competitors include: DGN Wealthcare Advisors, Legacy Wealth Management, Rotz & Stonesifer Financial Services, Dominion Wealth Management
What technology does Avantax Wealth Management use?
Some of the popular technologies that Avantax Wealth Management uses are: F5 Silverline DDoS Protection, Amazon Web Hosting, Web.com Website hosting
How do I contact Avantax Wealth Management?
Avantax Wealth Management contact info: Phone number: (479) 636-3731 Website: www.allardfinancial.com
What does Avantax Wealth Management do?

Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the clients goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combin... e tax focused decisions and wealth management strategies to help optimize a clients financial success. Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.* Avantax helps you reach your goals by focusing on the total picture. Our company was created on the principle that a comprehensive, Tax-Smart approach to a persons financial situation will deliver better results. We pioneered Tax-Smart Investing over 30 years ago, and we have grown through delivery of superior results for our valued clients. We dont just focus on investment returns; we consider the tax impact of every decision, helping you keep more of what you earn. The Avantax Advantage means you get a local partner who understands your unique needs backed by a strong, established financial services firm. As a trusted partner, your Avantax financial professional is here to provide objective recommendations so you can make informed decisions. Our services are designed to help you reach your unique goals and dreams, while also keeping you prepared for anything that may lie ahead. Not only will you get the personal care of an Avantax financial professional, youll have the benefit of the Avantax Advantage and powerful proprietary tools that utilize a Tax-Smart approach. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material ...Read More

Is Avantax Wealth Management a public company?
Avantax Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Avantax Wealth Management

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