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).
Total Assets Under Management46MILLION
Total Number of Accounts320ACCOUNTS
Average Account Value$143,750
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses