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
Tax & Financial Management
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts24ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Tax & Financial Management
1
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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