PRO TAX FINANCIAL SERVICES, LLC

Overview

Pro Tax Financial Services, LLC operates as an independent Registered Investment Advisor (RIA) and is structured as a limited liability company. The firm primarily serves individual and family clients, offering financial planning services and portfolio management tailored to individuals and small businesses. The firm’s investment strategy is characterized by a focus on equities, particularly exchange-traded equities, which represent a significant portion of their assets under management. Pro Tax Financial Services does not engage in ESG investing and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices