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| Happy Holidays!! thanks for using AUM13F!! |
| Certified Tax Service Inc
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|---|---|
| CRD # | 110960 |
| SEC # | 801-25781 |
| CIK # | |
| AUM | $298.7 M (2024-12-20) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 312-337-1040 |
| Address | 737 North Michigan Avenue Chicago, IL 60611 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 49.4 |
| (b) Individuals (high net worth individuals) | 89 | 249.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 725 | 298.7 |
| By Discretionary | ||
| Discretionary | 725 | 298.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 725 | 298.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 298.7 | |
| Total | 725 | 298.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
M Group Investment Advisor LLC
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|
0.3 | |
|
Solano Wealth Investment Advisors LLC
✚
|
CA | 0.3 |
|
Dovetail Wealth Management LLC
✚
|
TX | 0.3 |
|
Taylor Frigon Capital Management LLC
✚
|
AZ | 0.3 |
|
Brown Financial Advisors LLC
✚
|
OH | 0.3 |
|
Targeted Financial Services LLC
✚
|
FL | 0.3 |
|
Jessup Wealth Management Inc
✚
|
OH | 0.3 |
|
Bridgewater Asset Management LLC
✚
|
MO | 0.3 |
|
Kensington Investment Counsel LLC
✚
|
CA | 0.3 |
|
Athena Investment Management
✚
|
0.3 |