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AMERICAN FINANCIAL & TAX STRATEGIES, INC.
CRD 115559 · SEC 801-44737
1650 BROADWAY, SUITE 1405, NEW YORK, NY, 10019, United States
Phone
212-315-0345
Fax
212-315-0405
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$279.4M
Discretionary AUM
$279.4M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $41.7M |
| High net worth individuals | 80 | $236.3M |
| Charitable organizations | 6 | $605K |
States served
CA, CO, GA, NJ, NY, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD