CRD: 318058
Senior TAX Advisory Group, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2007
- Office Locations
- 2
Office Locations
About Senior TAX Advisory Group, Inc.
Senior Tax Advisory Group is an independent advisory firm focused on helping individuals and couples build tax-aware retirement strategies and long-term plans tailored to their risk tolerance and cash-flow timing. The team provides retirement planning, asset allocation, and portfolio guidance with an emphasis on improving lifestyle in retirement. Schwab-custodied practice serving clients from Colorado Springs and Casper.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DARIAN JAMES ANDRESON
Advisor, President
- CRD
- --
- Ownership
- 75% or more
KATHLEEN ANN LAROUERE
Chief Compliance Officer
- CRD
- #3186732
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ALBERT JOSEPH DIPENTINO
--
- CRD
- #8204647
Ricky Earl Durdahl
--
- CRD
- #6836088
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,781,042 | $95,475 |
| Non-Discretionary | $0 | -- |
| Total | $122,781,042 | $95,475 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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