INVESTMENT & TAX STRATEGIES, INC.
SEC Form ADV profile.
Total regulatory AUM
$118,000,000
Discretionary
$118,000,000
Non-discretionary
$0
Firm details
- CRD number
- 157717
- SEC file number
- 801-135140
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.