American Financial & Tax Strategies, Inc.
American Financial & Tax Strategies, Inc. (CRD# 115559) is a financial advisory firm headquartered in New York, NY. They manage $103,633,584 in 133 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management104MILLION
Total Number of Accounts133ACCOUNTS
Average Account Value$779,200
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)