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Investment & Tax Strategies, Inc.

● SEC registered since 2026CRD 157717SEC# 801-135140
Export (members)
Reg. AUM
$118M
Employees
1
Accounts
560
Location
—

Investment & Tax Strategies, Inc. assets under management

Investment & Tax Strategies, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $118 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Investment & Tax Strategies, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jamie Grant Ellis ControlCcoOver 75%1996

Frequently asked questions

How much does Investment & Tax Strategies, Inc. manage?

Investment & Tax Strategies, Inc. reports $118 million in regulatory assets under management on its Form ADV.

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

Investment & Tax Strategies, Inc. reports 1 employees.

Does Investment & Tax Strategies, Inc. disclose fund performance?

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

Contact & registration

Phone262-886-2914
Office hours7:00 a.m. -4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118M
Non-discretionary$0
Total (RAUM)$118M