Ausdal Financial Partners, Inc.
● SEC registered since 2008CRD 7995SEC# 801-69266Davenport, IA
Reg. AUM
$3.73B
Employees
306
Accounts
16,572
Location
Davenport, IA
Ausdal Financial Partners, Inc. assets under management
Ausdal Financial Partners, Inc. is a registered investment adviser overseen by the SEC based in Davenport, IA. The firm has been registered since 2008. It reports $3.7 billion in regulatory assets under management and employs 306 people.
Ausdal Financial Partners, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Afp Holdco, LLC Control | Shareholder | Over 75% | 2025 |
| David Bruce Roberts Control | Vice President, Shareholder, Board Member | Under 5% | 2012 |
| Ivana M Shumberg | Finop | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Ausdal Financial Partners, Inc. manage?
Ausdal Financial Partners, Inc. reports $3.7 billion in regulatory assets under management on its Form ADV.
How many employees does Ausdal Financial Partners, Inc. have?
Ausdal Financial Partners, Inc. reports 306 employees.
Where is Ausdal Financial Partners, Inc. located?
Ausdal Financial Partners, Inc. is based in Davenport, IA and has been SEC-registered since 2008.
Does Ausdal Financial Partners, Inc. disclose fund performance?
Ausdal Financial Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5187 Utica Ridge Rd, Davenport, IA 52807 |
| Phone | 563-326-2064 |
| Fax | 563-326-2159 |
| Office hours | 0830 To 1630 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 314828 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.73B▲ 75%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$3.73Bregulatory AUM
Discretionary $3.48BNon-discretionary $250M