CRD: 298519
TAX Favored Retirement
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-27-2018
- Office Locations
- 1
Office Locations
About TAX Favored Retirement
APS Ventures (Tax Favored Retirement) is an independent Kansas City-area RIA and licensed insurance firm serving individuals, families, retirees, and business owners, typically age 40+ through retirement. The firm emphasizes retirement income planning, tax-minimization strategies, and insurance/risk management alongside investment account setup and semiannual plan reviews. Its planning process is built in RightCapital, and regulatory reporting shows primarily ETF-based portfolios. Custody includes Charles Schwab.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW P SURBER
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5957984
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Douglas Waldo Garrett
Project Manager
- CRD
- #7199866
THEODORE PEREZ III
Investment Advisor
- CRD
- #4661457
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,153,109 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,153,109 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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