Indumathi
Anand
Avantax Advisory Services
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About this Advisor
Indumathi Anand is a financial advisor based in Phoenix, Arizona, working with Avantax Advisory Services. Indumathi has previously held positions at Anand & Anand Cpa P.C, Avantax Investment Services, Inc, Avantax Advisory Services, and Anand Financial Services. Indumathi has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Indumathi is part of Avantax Advisory Services, which operates out of Phoenix, Arizona. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Indumathi Anand Work History
Anand Financial Services
Avantax Advisory Services
Avantax Investment Services, Inc
Anand & Anand Cpa P.C
Disclosures
Please visit the SEC profile of Indumathi Anand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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