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SENIOR TAX ADVISORY GROUP, INC.
SENIOR TAX ADVISORY GROUP, INC
CRD 318058 · SEC 801-123170
6775 RANGEWOOD DR., COLORADO SPRINGS, CO, 80918, United States
Phone
719-596-4844
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.8M
Discretionary AUM
$122.8M
Team
6 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Commissions
Org form
Corporation
Filing date
2026-03-15
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 797 | $106.6M |
| High net worth individuals | 5 | $16.2M |
States served
AZ, CO, GA, IL, IA, MI, NM, PA, TN, UT, VA, WY, MO, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD