Investment & Tax Strategies, Inc.
Investment & Tax Strategies, Inc. (CRD# 157717) is a financial advisory firm headquartered in Parker, CO. They manage $46,600,000 in 364 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Investment & Tax Strategies, Inc.
By the Numbers
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Total Assets Under Management47MILLION
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Total Number of Accounts364ACCOUNTS
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Average Account Value$128,022
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, WI
Financial Advisors at Investment & Tax Strategies, Inc.
1
Jamie Ellis (CRD# 2246996) is an Investment Advisor Representative working at Investment & Tax Strategies, Inc. in Parker, CO and has over 31 years of experience in the finance industry.
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