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| Certified Tax Service Inc
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|---|---|
| CRD # | 110960 |
| SEC # | 801-25781 |
| CIK # | |
| AUM | 313.9 M (2025-12-23) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-337-1040 |
| Address | 737 North Michigan Avenue Chicago, IL 60611 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 51.5 |
| (b) Individuals (high net worth individuals) | 89 | 262.4 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 732 | 313.9 |
| By Discretionary | ||
| Discretionary | 732 | 313.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 732 | 313.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.9 | |
| Total | 732 | 313.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Twin Lakes Capital Management LLC
✚
|
CA | 314.7 M |
|
Vista Advisor Group LLC
✚
|
CA | 314.6 M |
|
Define Financial LLC
✚
|
CA | 314.6 M |
|
Bernard Wealth Management Corp
✚
|
MI | 314.2 M |
|
Ricketts Financial LLC
✚
|
KY | 314.0 M |
|
Tieton Capital Management LLC
✚
|
WA | 314.0 M |
|
Paradigm Strategies in Wealth Management LLC
✚
|
MN | 313.7 M |
|
Trust Advisory Group Ltd
✚
|
AL | 313.5 M |
|
Carolina Wealth Advisors LLC
✚
|
SC | 313.4 M |
|
Melone Private Wealth LLC
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|
MI | 313.2 M |