Overview
Avantax was established by a Certified Public Accountant (CPA) in 1983 and has been a pioneer in tax-intelligent investing. It is a unique community under Cetera Holdings that provides tax-intelligent wealth management solutions to financial professionals, tax professionals, and CPA firms. Avantax's objective is to reduce clients' tax obligations through comprehensive tax-intelligent financial planning. The company has been recognized as one of the
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Read More top 10 independent broker-dealer firms, managing over $92 billion in total client assets across all 50 states.
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Read More top 10 independent broker-dealer firms, managing over $92 billion in total client assets across all 50 states.
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CHRISTOPHER W WALTERS
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Contacts
Get in Touch with 5 Principals* and 257 Contacts
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CHRISTOPHER W WALTERSPresident and Chief Executive Officer
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Financial Statements
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Financial data as of ? (12 month period) in USD
Annual Revenue 2022
?
USD
Actual
All financial statement data is in millions except per share data | Source: Morningstar
| Cash Flow (mil) | 2022 | 2021 | 2020 |
|---|---|---|---|
| Net Operating Cash | $107 | $21 | $35 |
| Net Investing Cash | $666 | -$39 | -$141 |
| Net Financing Cash | -$609 | -$14 | $161 |
| Net Change in Cash | $163 | -$32 | $56 |
| Cash at Beginning of Period | $101 | $133 | $77 |
| Cash at End of Period | $264 | $101 | $133 |
| Capital Expenditure | -$15 | -$21 | -$20 |
| Assets (mil) | 2022 | 2021 | 2020 |
|---|---|---|---|
| Current Assets | |||
| Cash and Cash Equivalents | $264 | $101 | $150 |
| Accounts Receivable | $45 | $46 | $39 |
| Inventories | $ | $ | $ |
| Other Current Assets | $15 | $53 | $12 |
| Asset Summary | |||
| Total Current Assets | $324 | $200 | $201 |
| Tangible Fixed Assets | $72 | $71 | $82 |
| Intangible Assets | $266 | $283 | $322 |
| Total Assets | $964 | $1,072 | $1,064 |
| Liabilities (mil) | 2022 | 2021 | 2020 |
|---|---|---|---|
| Current Liabilities | |||
| Accounts Payable | $8 | $6 | $9 |
| Short-Term Debt | $ | $2 | $2 |
| Other Current Liabilities | $135 | $103 | $90 |
| Liability Summary | |||
| Total Current Liabilities | $142 | $112 | $101 |
| Long-Term Debt | $ | $553 | $553 |
| Other Long-Term Liabilities | $22 | $7 | $25 |
| Total Liabilities | $220 | $730 | $752 |
| Stakeholder's Equity (mil) | 2022 | 2021 | 2020 |
|---|---|---|---|
| Equity | |||
| Common Stock | $0 | $0 | $0 |
| Retained Earnings | -$830 | -$1,250 | -$1,258 |
| Equity Summary | |||
| Total Equity | $743 | $342 | $312 |
| Shares Outstanding | 48,079,000 | 48,831,000 | 48,177,000 |