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
761 S. Stapley, Mesa, AZ 85204
https://www.protax1040.com/
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Pro Tax Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Penkert, financial advisor Mesa AZ
Matthew T. Penkert
CRD#: 2938717
761 S. Stapley, Mesa, AZ 85204

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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