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PRO TAX FINANCIAL SERVICES, LLC
CRD 124634
761 S. STAPLEY, MESA, AZ, 85204, United States
Phone
480-464-1040
Fax
480-464-2306
Registration
— (—)
Source
State registered
Total AUM
$15.0M
Discretionary AUM
$15.0M
Team
7 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-12-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $10.0M |
| High net worth individuals | 10 | $5.0M |
All web addresses on file
Official SEC filing: View on IAPD