Tax & Financial Management

Tax & Financial Management (CRD# 127757) is a financial advisory firm headquartered in Atlanta, GA. They manage $30,000,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $1,250,000
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Tax & Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Donald A. Tessmer
CRD#: 1834222
1870 The Exchange, Suite 200, Atlanta, GA 30339

Donald Tessmer (CRD# 1834222) is an Investment Advisor Representative working at Tax & Financial Management in Atlanta, GA and has over 35 years of experience in the finance industry.

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