Senior Tax Advisory Group, Inc.

Overview

Senior Tax Advisory Group, Inc. is a corporation operating as a non-independent retail registered investment adviser that registered with the SEC in 2022. The firm is individually owned and serves mainly individual and family clients. Its advisory scope centers on portfolio management for individuals and small businesses and on selecting other advisers or managers for client needs. Compensation is a mix of percentage-of-AUM fees and commissions. The firm reports an insurance company affiliation, is not designated an active ESG investor, and is not listed as a multi-state adviser.

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