에서 실시간으로 운영 중이에요! 자세히 알아보기
AVTA

Avantax, Inc. Common Stock
AVTA

상장 폐지됨

AVTA은(는) 2023년 11월 27일에 상장 폐지됐어요.

순위로 돌아가기
 

소개: Avantax Inc is a provider of integrated tax-focused wealth management services and software, assisting consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms. The firm has two distinct models in business: the independent Financial Professional model and the employee-based model. It refers to the independent Financial Professional model as Avantax Wealth Management offering services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries. The employee-based model refers to Avantax Planning Partners offering services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with financial planning and advisory services.

직원 수: 727

금융 신용 서비스

뉴스

긍정적
중립
부정적
투자 심리 3개월
긍정적 0%
중립 0%
부정적 0%
중립
PRNewsWire
2년 전
Cetera Holdings Announces Close of Avantax Acquisition
Avantax to operate as a unique community within Cetera Holdings, bringing more than 3,100 financial professionals and over $82 billion in assets to Cetera Acquisition further expands Cetera's tax and wealth management offerings and represents core component of Cetera's growth strategy DALLAS and LOS ANGELES , Nov. 27, 2023 /PRNewswire/ -- Avantax, Inc. (NASDAQ: AVTA) and Cetera Holdings, the holding company of Cetera Financial Group, announced today the successful completion of Cetera's acquisition of Avantax. Avantax is now a unique community within the Cetera family with 3,111 financial professionals, representing $82.3 billion in assets under administration and $42.0 billion in assets under management, as of September 30, 2023.
Cetera Holdings Announces Close of Avantax Acquisition
중립
GlobeNewsWire
2년 전
Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets
Focused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to Avantax from SagePoint Financial Focused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to Avantax from SagePoint Financial
Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets
중립
GlobeNewsWire
2년 전
Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community
The event's “Profound Approach, Enduring Impact” theme reflects how independent Avantax Financial Professionals' tax-intelligent approach to financial planning changes clients' lives The event's “Profound Approach, Enduring Impact” theme reflects how independent Avantax Financial Professionals' tax-intelligent approach to financial planning changes clients' lives
Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community
뉴스 순위 보기
Lightweight Charts™를 사용해 가격 차트를 구현했어요.