SUNTAX ADVISORS LLC

Overview

Suntax Advisors LLC is a small limited liability company that combines accounting work with advisory services aimed at individuals and small businesses. The firm lists its primary business activity as accountant and provides financial planning plus portfolio management for individual and small-business clients. Fee arrangements are flexible and include a percentage-of-AUM option alongside hourly charges, fixed fees and commission-based billing. FINTRX classifies the firm as unclassified and notes an individual owner; the record does not include a year of SEC registration. Suntax Advisors is not identified as a capital allocator, multi-state adviser, pension consultant or active ESG investor.

Assets & Accounts

Investments & Alternatives