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ADAP TAX FINANCIAL, INC.
CRD 293211
4725 FIRST STREET, SUITE 275, PLEASANTON, CA, 94566, United States
Phone
925-218-2301
Fax
925-397-3061
Registration
— (—)
Source
State registered
Total AUM
$38.4M
Discretionary AUM
$35.2M
Team
4 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $23.7M |
| High net worth individuals | 7 | $12.6M |
All web addresses on file
Official SEC filing: View on IAPD