Senior Tax Advisory Group, Inc.
Senior Tax Advisory Group, Inc. is an SEC-registered mass-market adviser in Colorado Springs, CO with $122.8M assets under management (AUM, regulatory AUM), +39% over one year. See who owns Senior Tax Advisory Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318058, SEC 801-123170, data through 2026-03-15.
- AUM (assets under management / regulatory AUM)
- $122.8M (2026-03-15)
- Firm type
- Mass-Market Adviser
- Location
- Colorado Springs, CO
- Employees
- 6
- Clients
- 802
- CRD
- 318058
- Ownership
- ANDRESON, DARIAN, JAMES; LAROUERE, KATHLEEN, ANN
How much AUM does Senior Tax Advisory Group, Inc. have?
Senior Tax Advisory Group, Inc. reported $122.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-15).
Who owns Senior Tax Advisory Group, Inc.?
Disclosed owners and executives of Senior Tax Advisory Group, Inc. include ANDRESON, DARIAN, JAMES, LAROUERE, KATHLEEN, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.