Adap Tax Financial, Inc.

Adap Tax Financial, Inc. (CRD# 293211) is a financial advisory firm headquartered in Pleasanton, CA. They manage $22,950,048 in 106 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4725 First Street, Suite 275, Pleasanton, CA 94566
https://www.yelp.com/biz/adap-tax-financial-inc-pleasanton
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $216,510
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Adap Tax Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Crofton, financial advisor Pleasanton CA
Gregory F. Crofton
CRD#: 6915659
4725 First Street, Suite 275, Pleasanton, CA 94566

Gregory Crofton (CRD# 6915659) is an Investment Advisor Representative working at Adap Tax Financial, Inc. in Pleasanton, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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