American Financial & Tax Strategies, Inc.
American Financial & Tax Strategies, Inc. is an SEC-registered wealth manager in New York, NY with $279.4M assets under management (AUM, regulatory AUM), +15% over one year. See who owns American Financial & Tax Strategies, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115559, SEC 801-44737, data through 2026-01-20.
- AUM (assets under management / regulatory AUM)
- $279.4M (2026-01-20)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 1
- Clients
- 191
- CRD
- 115559
- Ownership
- BRAGLIA, ROBERT, JAMES
How much AUM does American Financial & Tax Strategies, Inc. have?
American Financial & Tax Strategies, Inc. reported $279.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-20).
Who owns American Financial & Tax Strategies, Inc.?
Disclosed owners and executives of American Financial & Tax Strategies, Inc. include BRAGLIA, ROBERT, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.