RIA Intel›Advisers›Iowa›AUSDAL FINANCIAL PARTNERS, INC.

AUSDAL FINANCIAL PARTNERS, INC.

Advisory

N·DAVENPORT, IA

Data as of Apr 9, 2026 · Source: SEC Form ADV

Total AUM

$3.7B

1-Year AUM Growth

+39.2%

3-Year CAGR

+8.6%

Employees

168

Assets Under Management

Total AUM$3.7B

Discretionary AUM$3.5B

Non-Discretionary AUM$250M

Discretionary %93.3%

Total Clients10,402

Team

Total Employees168

Investment Advisers306

Employee Growth (1Y)-12.0%

Filing History

Total Filings on Record84

First FilingJun 2, 2008

Latest FilingApr 9, 2026

🔒 Full AUM trend chart and 84 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AUSDAL FINANCIAL PARTNERS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.