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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Senior Tax Advisory Group Inc
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|---|---|
| CRD # | 318058 |
| SEC # | 801-123170 |
| CIK # | |
| AUM | $88.5 M (2025-03-23) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 719-596-4844 |
| Address | 6775 Rangewood Dr Colorado Springs, CO 80918 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,142 | 88.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,142 | 88.5 |
| By Discretionary | ||
| Discretionary | 1,142 | 88.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,142 | 88.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 88.5 | |
| Total | 1,142 | 88.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alsari Wealth Management Global Advisors LLC
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|
CA | 0.1 |
|
Brazos Capital LLC
✚
|
TX | 0.1 |
|
Wallstreeticom LLC
✚
|
NY | 0.1 |
|
CornerStone Professional Advisor Services LLC
✚
|
NY | 0.1 |
|
Contrary Legacy LLC
✚
|
0.1 | |
|
Quint Wealth Management Inc
✚
|
NY | 0.1 |
|
KJ Capital Management LLC
✚
|
0.1 | |
|
Point B Planning LLC
✚
|
NY | 0.1 |
|
Institutional Investment Advisors Corp
✚
|
NY | 0.1 |
|
TS Bank
✚
|
IA | 0.1 |