Investment & Tax Strategies, Inc.
Investment & Tax Strategies, Inc. is an SEC-registered mass-market adviser with $118.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Investment & Tax Strategies, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157717, SEC 801-135140, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $118.0M (2026-02-04)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 350
- CRD
- 157717
- Ownership
- ELLIS, JAMIE, GRANT
How much AUM does Investment & Tax Strategies, Inc. have?
Investment & Tax Strategies, Inc. reported $118.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Investment & Tax Strategies, Inc.?
Disclosed owners and executives of Investment & Tax Strategies, Inc. include ELLIS, JAMIE, GRANT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.