$662.3K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2019
- Office Locations
- 1
Office Locations
-- Leander TX
About TAX PRO Advisor
Tax Pro Advisor LLC is a boutique tax and accounting firm serving startups through mature businesses. Led by Enrolled Agent Peter Mitchell (in the tax business since 1994), the team provides tax preparation and planning, IRS notice and resolution support, accounting/bookkeeping, payroll, part-time CFO services, and QuickBooks management—with one-on-one advisor attention.
Team overview
-- AVG AGE
$662.3K AVG AUM / ADVISOR
$165.6K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PETER NATHANIEL MITCHELL
Chief Compliance Officer, Managing Member
- CRD
- #2621759
- Ownership
- 50% but less than 75%
Available
Available
Available
A
APRIL TRACY MITCHELL
Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $662,269 | -- |
| Total | $662,269 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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