CLOs on the Move

Avantax

www.avantax.com

 
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We ...
  • Number of Employees: 250-1000
  • Annual Revenue: $10-50 Million
  • www.avantax.com
  • 3200 Olympus Boulevard Suite 100
    Dallas, TX USA 75019
  • Phone: 972.870.6000

Executives

Name Title Contact Details
Ann Bruder
 Chief Legal, Development and Administration Officer Profile
Melissa Loner
 Vice President and Chief Compliance Officer Profile
Tabitha Bailey
 Chief Legal Officer and Corporate Secretary Profile

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