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ADVANCED TAX & INVESTMENTS, INC.
CRD 137357
1920 E. ROBINSON ST., ORLANDO, FL, 32803, United States
Phone
407-595-2084
Fax
407-977-5993
Registration
— (—)
Source
State registered
Total AUM
$27.4M
Discretionary AUM
$27.4M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $16.9M |
| High net worth individuals | 6 | $10.4M |
All web addresses on file
Official SEC filing: View on IAPD