American Financial & Tax Strategies, Inc.

RIASEC Registered

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, individual‑owned registered investment adviser that has been SEC‑registered since 1993. The firm acts as a capital allocator for both individuals/families and institutional clients and combines financial planning with portfolio management for individuals, small businesses and institutions. Offerings include fee structures by percentage of AUM, hourly charges and fixed fees, and the firm also provides selection-of-other‑advisers services. A 2020 recognition from FA Magazine placed the firm on a Top RIA Firms list.