Investment adviser · CRD 7995
AUSDAL FINANCIAL PARTNERS, INC.
Investment adviser filing (IA)
DAVENPORT, IA, United States · Form ADV filed Apr 13, 2026
- Regulatory AUM
- $3.73B Form ADV · Item 5.F
- Client accounts
- 16,572 Accounts, not individual clients
- Employees
- 306 Reported in this filing
- Advisory professionals
- 168 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 4,004 | $2,064,245,772 | 55.3% |
| Individuals | 12,432 | $1,566,025,342 | 41.9% |
| Corporations & businesses | 97 | $82,704,601 | 2.2% |
| Retirement plans | 21 | $15,267,424 | 0.4% |
| Charities | 18 | $5,070,801 | 0.1% |
Filing source
Form ADV 2094242 · Apr 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
5187 UTICA RIDGE RDDAVENPORT, IA, 52807, United States
CRD 7995
Filing source
Form ADV 2094242 · Apr 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.