Itaxandinvestments Inc

Overview

Itaxandinvestments Inc. is a corporation owned by an individual that blends accounting services with financial advisory work. The firm’s stated advisory activities focus on financial planning and portfolio management for individuals and small businesses, while its core business activity is accounting. Its fee model includes both a percentage-of-assets-under-management component and fixed fees. Regulatory and operational descriptors in the record classify the firm as unclassified and indicate it is not a capital allocator. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. FINTRX does not list a registration year for SEC purposes.

Assets & Accounts