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Senior Tax Advisory Group, Inc

● SEC registered since 2022CRD 318058SEC# 801-123170Colorado Springs, CO
Export (members)
Reg. AUM
$88.5M
Employees
4
Accounts
1,142
Location
Colorado Springs, CO

Senior Tax Advisory Group, Inc assets under management

Senior Tax Advisory Group, Inc operates as an SEC-registered investment adviser based in Colorado Springs, CO. The firm has been registered since 2022. It reports $88.5 million in regulatory assets under management and employs 4 people.
www.youtube.com/@seniortaxadvisorygroup6606View on SEC.gov ↗

Senior Tax Advisory Group, Inc owners & executives

2 reported
NameTitleOwnershipSince
Darian James Andreson ControlPresidentOver 75%2007
Kathleen Ann LarouereChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does Senior Tax Advisory Group, Inc manage?

Senior Tax Advisory Group, Inc reports $88.5 million in regulatory assets under management on its Form ADV.

How many employees does Senior Tax Advisory Group, Inc have?

Senior Tax Advisory Group, Inc reports 4 employees.

Where is Senior Tax Advisory Group, Inc located?

Senior Tax Advisory Group, Inc is based in Colorado Springs, CO and has been SEC-registered since 2022.

Does Senior Tax Advisory Group, Inc disclose fund performance?

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

Contact & registration

Address6775 Rangewood Dr., Colorado Springs, CO 80918
Phone719-596-4844
Office hours8a.m. To 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$88.5M
Non-discretionary$0
Total (RAUM)$88.5M