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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2006
- Office Locations
- 2
Office Locations
About Advanced TAX & Investments, Inc.
Advanced Tax & Investments is an Orlando-based tax and investment advisory firm staffed by Enrolled Agents (federally licensed with unlimited IRS representation). Provides tax prep, tax planning, bookkeeping/accounting, payroll, estate planning, and small-business consulting, including support for IRS examinations/collections and specialized expatriate/international and bankruptcy-related tax work. Investment management and planning are supported, with custody through Charles Schwab.
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Owner & Executives
ANTHONY FREZZA
Chief Compliance Officer, President
- CRD
- #2701246
- Ownership
- 75% or more
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Anthony James Frezza
--
- CRD
- #8167272
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,365,362 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,365,362 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,365,362
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,675,846,863 | 36.1% |
| Cash | $905,235,840 | 19.5% |
| Equity - Exchange | $2,061,152,375 | 44.4% |
| Total | $4,642,235,078 | 100.0% |