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C FINANCIAL AND TAX ASSOCIATES
TAX & INSURANCE SERVICES INCORPORATED
CRD 170453
6373 BROCKTON AVE., RIVERSIDE, CA, 92506, United States
Phone
951-688-1800
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $10.9M |
Official SEC filing: View on IAPD