A
CRD: 128968
Advanced TAX AND Financial Services, Inc.
Kuna, ID
4258882180
$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
2 Employees
38 ADV. Clients
25 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2001
- Office Locations
- 1
Office Locations
-- Kuna ID
About Advanced TAX AND Financial Services, Inc.
Advanced TAX AND Financial Services, Inc. is a Kuna-based RIA. The firm has been operating for 25 years. Managing $7.4M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$7.4M AVG AUM / ADVISOR
$195.3K AVG AUM / CLIENT
23.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
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Owner & Executives
D
DAVID HARLEY GARNER
Financial Advisor, Secretary, TREASURER
- CRD
- --
- Ownership
- 50% but less than 75%
(777) 253-4824
harbor.value@eaglecapital.com
in linkedin.com/in/ember-eagle
S
SUZANNE MARIE NEALGARNER
President
- CRD
- #4211490
- Ownership
- 50% but less than 75%
(524) 369-4292
optima.horizon@bridgecapital.com
in linkedin.com/in/harbor-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,420,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,420,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,420,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,351,700,220 | 100.0% |
| Total | $7,351,700,220 | 100.0% |