Avantax to Announce Fourth Quarter 2022 Financial Results Wednesday, February 15, 2023

Rhea-AI Summary

Avantax, Inc. (NASDAQ: AVTA) will announce its fourth quarter 2022 financial results after market close on February 15, 2023. A conference call is scheduled for February 16, 2023, at 8:30 a.m. ET to discuss these results and the company’s outlook. Avantax provides tax-focused wealth management services through its dual business models: Avantax Wealth Management® and Avantax Planning Partners℠. As of September 30, 2022, Avantax had $73 billion in total client assets, supporting its mission to minimize tax burdens through comprehensive financial planning.

Positive

• Total client assets of $73 billion as of September 30, 2022.

Negative

• None.

DALLAS, Feb. 06, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of tax-focused wealth management services, that empowers people to improve their financial wellness, will announce its fourth quarter 2022 financial results following market close on Wednesday, February 15, 2023.

A conference call for members of the investment community will be held on Thursday, February 16, 2023 at 8:30 a.m. ET during which the Company will discuss its fourth quarter 2022 results, its outlook and other business items. This call will be webcast and can be accessed within the Investor Relations section of the Avantax corporate website at https://investors.avantax.com.

About Avantax®

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 refer to our 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. Collectively, we had $73 billion in total client assets as of September 30, 2022.

For additional information, please visit us at https://corporate.avantax.com.

Source: Avantax
Investor Relations:
Dee Littrell
(972) 870-6463
IR@Avantax.com

FAQ

When will Avantax announce its fourth quarter 2022 financial results?

Avantax will announce its fourth quarter 2022 financial results on February 15, 2023.

What time is the Avantax conference call for discussing Q4 2022 results?

The conference call is scheduled for February 16, 2023, at 8:30 a.m. ET.

How many total client assets does Avantax manage?

Avantax manages $73 billion in total client assets as of September 30, 2022.

What are the business models of Avantax?

Avantax operates through two models: Avantax Wealth Management® and Avantax Planning Partners℠.