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Báo cáo thường niên năm 2022 của Avantax

Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused financial planning and wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting their goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. They have two distinct, but related, models within their business: the independent Financial Professional model and … More the employee-based model. They refer to their 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. They refer to their employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.

TÊN CÔNG TY / COMPANY
Avantax

SÀN CHỨNG KHOÁN / STOCK EXCHANGE
NASDAQ (US)

MÃ CHỨNG KHOÁN / TICKER
AVTA

KỲ BÁO CÁO
2022

NGÀNH / INDUSTRY
Asset Management

LĨNH VỰC / SECTOR
Financial

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