Adap Tax Financial, Inc.
Adap Tax Financial, Inc. (CRD# 293211) is a financial advisory firm headquartered in Pleasanton, CA. They manage $22,950,048 in 106 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts106ACCOUNTS
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Average Account Value$216,510
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Adap Tax Financial, Inc.
1
Gregory Crofton (CRD# 6915659) is an Investment Advisor Representative working at Adap Tax Financial, Inc. in Pleasanton, CA and has 1 year of experience in the finance industry.
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