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SENIOR TAX ADVISORY GROUP, INC.

Tel: 719-596-4844
6775 Rangewood Dr.
Colorado Springs, Colorado  80918

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SENIOR TAX ADVISORY GROUP, INC.

SENIOR TAX ADVISORY GROUP, INC. is a Colorado Springs, Colorado based financial advisory firm with nearly $61,412,441 in assets under management and provides investment advisory services for 967 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Commission Based

Firm CRD#:

318058

SEC#:

801-123170

No. of Clients:

967

Assets under Management

$61,412,441

No. of Advisors:

3

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