PPrivate Fund Data Log in Join · $37/mo

American Financial & Tax Strategies, Inc.

● SEC registered since 1993CRD 115559SEC# 801-44737New York, NY
Export (members)
Reg. AUM
$256.8M
Employees
1
Accounts
609
Location
New York, NY

American Financial & Tax Strategies, Inc. assets under management

American Financial & Tax Strategies, Inc. is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 1993. It reports $256.8 million in regulatory assets under management and employs 1 people.
www.theintelligentdecision.comView on SEC.gov ↗

American Financial & Tax Strategies, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Robert James Braglia ControlPresident/Chief Compliance OfficerOver 75%1992

Frequently asked questions

How much does American Financial & Tax Strategies, Inc. manage?

American Financial & Tax Strategies, Inc. reports $256.8 million in regulatory assets under management on its Form ADV.

How many employees does American Financial & Tax Strategies, Inc. have?

American Financial & Tax Strategies, Inc. reports 1 employees.

Where is American Financial & Tax Strategies, Inc. located?

American Financial & Tax Strategies, Inc. is based in New York, NY and has been SEC-registered since 1993.

Does American Financial & Tax Strategies, Inc. disclose fund performance?

American Financial & Tax Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1650 Broadway, Suite 1405, New York, NY 10019
Phone212-315-0345
Fax212-315-0405
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$256.8M
Non-discretionary$0
Total (RAUM)$256.8M