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| Keyboard |
| American Financial & Tax Strategies Inc
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|---|---|
| CRD # | 115559 |
| SEC # | 801-44737 |
| CIK # | 0000911927 |
| AUM | 279.4 M (2026-01-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 212-315-0345 |
| Address | 1650 Broadway New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 41.7 |
| (b) Individuals (high net worth individuals) | 80 | 236.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 6 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 584 | 279.4 |
| By Discretionary | ||
| Discretionary | 584 | 279.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 584 | 279.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.4 | |
| Total | 584 | 279.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000911927] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Willow Creek Capital Management Inc
✚
|
MT | 280.0 M |
|
Conquis Financial LLC
✚
|
CA | 280.0 M |
|
ARG Private Wealth LLC
✚
|
OH | 280.0 M |
|
Perritt Capital Management Inc
✚
|
IL | 279.8 M |
|
Faith Investor Services LLC
✚
|
279.7 M | |
|
McBrearty Capital Management Inc
✚
|
TN | 279.7 M |
|
Tandem Capital Management Corp
✚
|
NJ | 279.7 M |
|
Schlegel Dunn LLC
✚
|
TX | 279.1 M |
|
Cottonwood Capital Advisors LLC
✚
|
UT | 279.0 M |
|
Horizon Family Wealth Inc
✚
|
IL | 278.8 M |