Investment & Tax Strategies, Inc.

Investment & Tax Strategies, Inc. (CRD# 157717) is a financial advisory firm headquartered in Racine, WI. They manage $46,000,000 in 320 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8326 Corporate Dr, Racine, WI 53406
http://www.its-money.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $143,750
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, WI

Financial Advisors at Investment & Tax Strategies, Inc.
No Advisor Found.

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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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