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Certified Tax Service, Inc.

● SEC registered since 1985CRD 110960SEC# 801-25781Chicago, IL
Export (members)
Reg. AUM
$313.9M
Employees
9
Accounts
732
Location
Chicago, IL

Certified Tax Service, Inc. assets under management

Certified Tax Service, Inc. is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1985. It reports $313.9 million in regulatory assets under management and employs 9 people.

Certified Tax Service, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Charles Anthony Marien ControlExecutive Vice President / Chief Compliance Officer25-50%1984
Christopher Todd Much ControlVice President And Chief Investment Officer10-25%2013
Jonathon Corey Much ControlVice President And Chief Operating Officer10-25%2015
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Frequently asked questions

How much does Certified Tax Service, Inc. manage?

Certified Tax Service, Inc. reports $313.9 million in regulatory assets under management on its Form ADV.

How many employees does Certified Tax Service, Inc. have?

Certified Tax Service, Inc. reports 9 employees.

Where is Certified Tax Service, Inc. located?

Certified Tax Service, Inc. is based in Chicago, IL and has been SEC-registered since 1985.

Does Certified Tax Service, Inc. disclose fund performance?

Certified Tax Service, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address737 North Michigan Avenue, Suite 2120, Chicago, IL 60611
Phone312-337-1040
Fax312-337-9862
Office hours9:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$313.9M
Non-discretionary$0
Total (RAUM)$313.9M