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AMERICAN FINANCIAL & TAX STRATEGIES, INC.
NEW YORK, NY
212-315-0345
SEC #801-44737Total AUM
$279.4M
Employees
1Clients
193Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1650 BROADWAY
SUITE 1405
NEW YORK
NY 10019
United States
SUITE 1405
NEW YORK
NY 10019
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
212-315-0345
Other Offices
1
Financials
Total AUM
$279.4M
Accounts
584Discretionary
$279.4M
Accounts
584Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
105AUM
$41.7M
HNW Individual Clients
80AUM
$236.3M
Pension/Profit Sharing Plan Clients
1AUM
$719.2K
Charitable Organization Clients
6AUM
$605.2K
Corporation or Business Clients
1AUM
$59.1K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLGANJNYTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.