Adviser Profile
| As of Date | 02/06/2026 |
| Registration status | Registration Changed to INVESTMENT & TAX STRATEGIES, INC. |
| Contact Info | 720 xxxxxxx |
| AUM* | 91,000,000 95% |
| of that, discretionary | 91,000,000 95% |
| Number of Employees | |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 162,500 27% |
| % High Net Worth | 2.29% 62% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds