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SENIOR TAX ADVISORY GROUP, INC.
6775 Rangewood Dr.
Colorado Springs, Colorado 80918
Tel: 719-596-4844
About SENIOR TAX ADVISORY GROUP, INC.
SENIOR TAX ADVISORY GROUP, INC, formally registered with the SEC as SENIOR TAX ADVISORY GROUP, INC. The firm was established in 02/09/2022. They have over 1 offices throughout the country.
SENIOR TAX ADVISORY GROUP, INC. is a Colorado Springs, Colorado based Financial Planning firm with nearly $61,412,441 assets under management, offering retirement planning & investment advisory services to 967 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318058 |
| SEC# | 801-123170 |
| Assets Managed by Firm | $61,412,441 |
| No. of Clients | 967 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Commission Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 967 | $61,412,441 |
| Individuals (other than high net worth individuals) | 802 | $61,412,441 |
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