AMERICAN FINANCIAL & TAX STRATEGIES, INC.

1650 Broadway
Suite 1405
New York, New York 10019
Tel: 212-315-0345

About AMERICAN FINANCIAL & TAX STRATEGIES, INC.

AMERICAN FINANCIAL & TAX STRATEGIES, INC, formally registered with the SEC as AMERICAN FINANCIAL & TAX STRATEGIES, INC. The firm was established in 10/06/1993. They have over 1 offices throughout the country.

AMERICAN FINANCIAL & TAX STRATEGIES, INC. is a New York, New York based Financial Planning firm with nearly $243,054,909 assets under management, offering retirement planning & investment advisory services to 605 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115559
SEC#	801-44737
Assets Managed by Firm	$243,054,909
No. of Clients	605
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	605	$243,054,909
Individuals (other than high net worth individuals)	135	$44,867,911
High net worth individuals	67	$197,398,148
Pension and profit sharing plans	Fewer than 5 clients	$572,139
Charitable organizations	Fewer than 5 clients	$216,711

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