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| Keyboard |
| Senior Tax Advisory Group Inc
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|---|---|
| CRD # | 318058 |
| SEC # | 801-123170 |
| CIK # | |
| AUM | 122.8 M (2026-03-15) |
| Employees | 6 (67% 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) | 797 | 106.6 |
| (b) Individuals (high net worth individuals) | 5 | 16.2 |
| (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 | 1,286 | 122.8 |
| By Discretionary | ||
| Discretionary | 1,286 | 122.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,286 | 122.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.8 | |
| Total | 1,286 | 122.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Davies Financial Advisors Inc
✚
|
CA | 123.1 M |
|
Samara Investment Management LLC
✚
|
OR | 123.0 M |
|
Enduring Wealth Advisors LLC
✚
|
CA | 122.8 M |
|
Investment Consultants LLC
✚
|
122.7 M | |
|
Wassaw Sound Management LLC
✚
|
GA | 122.7 M |
|
Every Securities LLC
✚
|
CA | 122.7 M |
|
Main Line Group Wealth Management LLC
✚
|
122.5 M | |
|
Maynerich Financial
✚
|
IL | 122.5 M |
|
Castlebar Asset Management LLC
✚
|
KS | 122.5 M |
|
Coast Advisory LLC
✚
|
WI | 122.5 M |