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
Investment & Tax Strategies, Inc.
By the Numbers
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Total Assets Under Management46MILLION
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Total Number of Accounts320ACCOUNTS
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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

Registered Investment Advisor
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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