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AUSDAL FINANCIAL PARTNERS, INC.
CRD 7995File 801-69266
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.73B
Top 25% of cohort (national)
Discretionary AUM
$3.48B
Non-discretionary $250.0M
Clients
16,572
16,572 accounts
Employees
306
Top 25% of cohort in IA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 5, 2008
- Principal office
- 5187 UTICA RIDGE RD, DAVENPORT, IA, 52807
- Phone
- 563-326-2064
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.73B
- Discretionary AUM
- $3.48B
- Non-discretionary AUM
- $250.0M
- Discretionary accounts
- 15,750
- Non-discretionary accounts
- 822
- Total accounts
- 16,572
- AUM per client
- $225K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 97 | $82.7M |
| Charitable organizations | 18 | $5.1M |
| High net worth individuals | 4,004 | $2.06B |
| Pension and profit sharing plans | 21 | $15.3M |
| Individuals (other than high net worth individuals) | 12,432 | $1.57B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — REVENUE SHARING
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.