FOWLER TAX ADVISORS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
3

Firm details

Headquarters
GREENWOOD VILLAGE, Colorado
CRD number
305347
Fee structure
Other

Firm profile

FINTRX

Overview

Fowler Tax Advisors LLC operates as a limited liability company providing accounting and tax-focused services to individuals, families and institutional clients. The firm is classified as unclassified for advisory purposes and does not appear to act as a capital allocator or a traditional discretionary asset manager. Its owner type is individual and its fee structure is listed as "other," consistent with a practice centered on tax and accounting engagement fees rather than standard AUM-based advisory billing. Fowler Tax Advisors LLC is not marked as an active ESG investor, is not a multi-state adviser, and is not recorded as a pension consultant. The firm reports advisory-related activity in the broad sense but specific advisory programs, model strategies or discretionary portfolio management mandates are not detailed in the available profile.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KAPRICE PAGE

    Chief Compliance OfficerCRD 2373842

Contacts

2 of 2
  • KIMBERLEE HARMON

    Senior Tax ManagerCRD 7176954

  • ROBERT FOWLER

    Managing MemberCRD 7165061

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GREENWOOD VILLAGE, CO

ARAPAHOE

Location

GREENWOOD VILLAGE, CO

Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
ARAPAHOE
Address
5460 S Quebec St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth