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ADVANCED TAX AND FINANCIAL SERVICES, INC.

ADVANCED TAX AND FINANCIAL SERVICES,INC.

CRD 128968

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$7.4M

Discretionary AUM

$7.4M

Team

2 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2025-08-26

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals37$5.7M
High net worth individuals1$1.7M

Official SEC filing: View on IAPD