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AVTA

Avantax, Inc. Common Stock
AVTA

已下市

AVTA已於2023年11月27日下市。

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關於： 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.

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市場情緒 3個月
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PRNewsWire
2 年前
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
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GlobeNewsWire
2 年前
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
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GlobeNewsWire
2 年前
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
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