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| Keyboard |
| Investment & Tax Strategies Inc
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|---|---|
| CRD # | 157717 |
| SEC # | 801-135140 |
| CIK # | |
| AUM | 118.0 M (2026-02-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 262-886-2914 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 342 | 105.5 |
| (b) Individuals (high net worth individuals) | 8 | 12.5 |
| (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 | 560 | 118.0 |
| By Discretionary | ||
| Discretionary | 560 | 118.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 560 | 118.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.0 | |
| Total | 560 | 118.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 350 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cardinal Advisers LLC
✚
|
118.5 M | |
|
Brian Joyce LLC
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|
118.5 M | |
|
Sandhill Wealth Management Inc
✚
|
FL | 118.5 M |
|
The Financial Discovery Group Inc
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|
GA | 118.3 M |
|
Staib Financial Planning LLC
✚
|
118.0 M | |
|
Blue Sky Investment Partners Inc
✚
|
IL | 118.0 M |
|
CornerStone Financial Management LLC
✚
|
GA | 118.0 M |
|
AEM Asset Management LLC
✚
|
NJ | 117.9 M |
|
AK Global Asset Management LLC
✚
|
CA | 117.8 M |
|
Curat Global LLC
✚
|
117.5 M |