CRD: 115559
American Financial & TAX Strategies, Inc.
$279.4M Total AUM
$279.4M Disc. AUM
-- 3Y CAGR
1 Employees
191 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-06-1993
- Office Locations
- 1
Office Locations
1650 Broadway Suite 1405 NEW York NY
About American Financial & TAX Strategies, Inc.
American Financial & TAX Strategies, Inc. is a NEW York-based RIA. The firm has been operating for 32 years. Managing $279.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$279.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT JAMES BRAGLIA
Chief Compliance Officer, President
- CRD
- #860232
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $279,394,820 | $478,416 |
| Non-Discretionary | $0 | -- |
| Total | $279,394,820 | $478,416 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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