I
$118.0M Total AUM
$118.0M Disc. AUM
-- 3Y CAGR
1 Employees
700 ADV. Clients
30 yrs Firm Age
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- Custodian
- Axos · Interactive Brokers · Trust Company OF America
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-1996
- Office Locations
- 1
Office Locations
-- Racine WI
About Investment & TAX Strategies, Inc.
Investment & TAX Strategies, Inc. is a Racine-based RIA. The firm has been operating for 30 years. Managing $118.0M in total assets under management, with 1 advisory representatives. They custody assets with Axos and Interactive Brokers.
Team overview
-- AVG AGE
$118.0M AVG AUM / ADVISOR
$168.6K AVG AUM / CLIENT
30.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMIE GRANT ELLIS
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, CLO, Senior Tax Analyst
- CRD
- #2246996
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,000,000 | $210,714 |
| Non-Discretionary | $0 | -- |
| Total | $118,000,000 | $210,714 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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