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 independently owned registered investment adviser that has been SEC-registered since 1993. The firm functions as a capital allocator and serves both individuals and families as well as institutional clients. Its advisory work covers comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of outside advisers. Compensation arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state or pension consultant operation. American Financial & Tax Strategies, Inc. was named among FA Magazine’s Top RIA Firms in 2020.