P
$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
7 Employees
110 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- AlphaBridge oak +more
- Established Date
- 06-17-2003
- Office Locations
- 1
Office Locations
761 S. Stapley Mesa AZ
About PRO TAX Financial Services, LLC
Pro Tax Financial Services, LLC is a Mesa, AZ-based retail advisory firm providing tax planning, financial and investment planning, and asset management, with estate planning and insurance/annuity guidance. Portfolios are primarily ETF-based with added exposure to investment-grade corporate and U.S. government/agency bonds. Custody includes Charles Schwab and TD Ameritrade.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$136.4K AVG AUM / CLIENT
23 yrs AVG TENURE
7 Employees
1 Advisory Reps
0 RIA Reps
23yrs Firm Age
Insights
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Client Personas
Element
Custodian
Momentum insight Element
Investment Themes
Ridge Capital
Investment Vehicles
Summit atlas
Services
Glacier unison Peak bridge Catalyst ember Timber glacier Legacy Catalyst
Technology
Momentum Horizon Vital
Owner & Executives
MATTHEW THOMAS PENKERT
Owner
- CRD
- #2938717
- Ownership
- 75% or more
(233) 686-4586
ember.wave@optimacapital.com
in linkedin.com/in/meridian-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,000,000
Equity - Exchange:
52.0% Corporate - Investment Grade:
23.2% U.S. Government/Agency:
24.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,646,394,565 | 52.0% |
| Corporate - Investment Grade | $2,073,006,806 | 23.2% |
| U.S. Government/Agency | $2,215,972,793 | 24.8% |
| Total | $8,935,374,164 | 100.0% |