CRD: 143426
TAX Advantage Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2007
- Office Locations
- 1
Office Locations
About TAX Advantage Advisors, Inc.
Tax Advantage Advisors, Inc. is a registered investment adviser providing investment management and customized wealth planning for successful individuals. The firm focuses on tax-aware retirement planning and coordinates insurance and estate planning, education funding, charitable planning, and generational wealth transfer. Portfolios commonly use public funds and ETFs within an active, asset-allocation approach. Custodies with Charles Schwab.
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Owner & Executives
MARK S JANUSZEWSKI
Chief Compliance Officer, President
- CRD
- #2114792
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,079,010 | -- |
| Non-Discretionary | $778,258 | -- |
| Total | $67,857,268 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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