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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Capital
- Established Date
- 11-24-2017
- Office Locations
- 2
Office Locations
About H&s TAX AND Wealth Advisors LLC
H&S Tax and Wealth Advisors is a New Jersey-based RIA that pairs wealth management with in-house CPA/tax and accounting analysis to align portfolio decisions with tax strategy. The firm supports individuals and professionals through major life events (inheritance, divorce, executive compensation, retirement, widowhood) with portfolio construction and risk management, using primarily public funds and ETFs; custody includes Charles Schwab and Fidelity.
Team overview
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Owner & Executives
GREGORY PAUL SHAW
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2985222
- Ownership
- 75% or more
CHARLES K HARRIS
Founder
- CRD
- #4173265
- Ownership
- Less than 5%
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LINDA IALACCI
Advisor
- CRD
- #6143270
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,751,874 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,751,874 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,751,874
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $811,763,892 | 27.7% |
| Equity - Exchange | $372,180,557 | 12.7% |
| Cash | $788,319,448 | 26.9% |
| Other | $958,291,670 | 32.7% |
| Total | $2,930,555,567 | 100.0% |