SENIOR TAX ADVISORY GROUP, INC.
Total AUM
$122.8M
Employees
6Clients
802Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6775 RANGEWOOD DR.
COLORADO SPRINGS
CO 80918
United States
COLORADO SPRINGS
CO 80918
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
719-596-4844
Other Offices
2
Financials
Total AUM
$122.8M
Accounts
1,286Discretionary
$122.8M
Accounts
1,286Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
797AUM
$106.6M
HNW Individual Clients
5AUM
$16.2M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCOFLGAIAILMIMOPASDTNTXUTVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.