Pro Tax Financial Services, LLC
Pro Tax Financial Services, LLC (CRD# 124634) is a financial advisory firm headquartered in Mesa, AZ. They manage $15,000,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Pro Tax Financial Services, LLC
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts110ACCOUNTS
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Average Account Value$136,364
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Pro Tax Financial Services, LLC
1
Matthew Penkert (CRD# 2938717) is an Investment Advisor Representative working at Pro Tax Financial Services, LLC in Mesa, AZ and has over 26 years of experience in the finance industry.
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