American Financial & Tax Strategies, Inc.

RIASEC RegisteredEst. 1993

Total AUM

$279M

Discretionary

$279M

100% of AUM

Avg account

$478K

Accounts

584

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 115559
Registered since: October 6, 1993
Website: www.theintelligentdecision.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.57%
Individuals14.94%
Pension & Profit Sharing Plans0.26%
Charitable Organizations0.22%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

American Financial & Tax Strategies, Inc. is an independent registered investment adviser that has been SEC-registered since 1993 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator that selects third-party managers as part of its offering. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. American Financial & Tax Strategies, Inc. was recognized by FA Magazine as a Top RIA Firm in 2020.