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Building 2SENIOR TAX ADVISORY GROUP, INC.

Map pinCOLORADO SPRINGS, CO
Phone719-596-4844
NotebookSEC #801-123170
Total AUM
$122.8M
Employees
6
Clients
802

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6775 RANGEWOOD DR.
COLORADO SPRINGS
CO 80918
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
719-596-4844
Other Offices
2

ReceiptFinancials

Total AUM
$122.8M
Accounts
1,286
Discretionary
$122.8M
Accounts
1,286
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
797
AUM
$106.6M
HNW Individual Clients
5
AUM
$16.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLGAIAILMIMOPASDTNTXUTVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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