Advanced Tax And Financial Services, Inc.

Overview

Advanced Tax And Financial Services, Inc. is a small, fee-based advisory firm that focuses on portfolio management for individual and small business clients. The firm’s filings show a clear preference for public equities, executed predominantly through exchange-traded instruments. Its business model is percentage-of-AUM fee billing and the advisory mandate is largely discretionary, which indicates the firm manages day-to-day allocations on behalf of clients rather than providing only model recommendations. Investment activity emphasizes liquid, market-traded equities as the core exposure. Complementary holdings include mutual funds and corporate debt instruments. The firm does not position itself as an active ESG investor and is organized to serve a local client base rather than a multi-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices