AMERICAN FINANCIAL & TAX STRATEGIES, INC.
CRD #115559 SEC #801-44737 NEW YORK, NY 212-315-0345
SEC Registered
Total AUM
$270.8M
Discretionary
$270.8M
Employees
1
Clients
101
Accounts
588
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $270.8M | $270.8M | $0 | 1 | 0 |
| Oct 2025 | $270.8M | $270.8M | $0 | 1 | 0 |
| Apr 2025 | $256.8M | $256.8M | $0 | 1 | 0 |
| Mar 2025 | $256.8M | $256.8M | $0 | 1 | 0 |
| Mar 2024 | $243.1M | $243.1M | $0 | 1 | 0 |
| Mar 2023 | $209.9M | $209.9M | $0 | 1 | 0 |
| Mar 2022 | $228.4M | $228.4M | $0 | 1 | 0 |
| Mar 2021 | $200.5M | $200.5M | $0 | 1 | 0 |
| May 2020 | $171.2M | $171.2M | $0 | 1 | 0 |
| Feb 2020 | $171.2M | $171.2M | $0 | 1 | 0 |
| Sep 2019 | $150.8M | $150.8M | $0 | 4 | 0 |
| Mar 2019 | $150.8M | $150.8M | $0 | 4 | 0 |
| Mar 2018 | $145.2M | $145.2M | $0 | 1 | 0 |
| Mar 2017 | $120.4M | $120.4M | $0 | 1 | 100 |
| Mar 2016 | $103.6M | $103.6M | $0 | 1 | 100 |
| Mar 2015 | $111.7M | $111.7M | $0 | 1 | 100 |
| Mar 2014 | $109M | $109M | $0 | 1 | 139 |
| Mar 2013 | $95.1M | $95.1M | $0 | 1 | 133 |
| Mar 2012 | $91.6M | $91.6M | $0 | 1 | 138 |
| Mar 2011 | $84.6M | $84.6M | $0 | 5 | -- |
| Apr 2007 | $74.1M | $0 | $74.1M | 5 | -- |
| Sep 2005 | $55.1M | $0 | $55.1M | 5 | -- |
| Apr 2004 | $46.7M | $0 | $46.7M | 5 | -- |
DateNov 2025
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees1
Clients0
DateOct 2025
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees1
Clients0
DateApr 2025
Total AUM$256.8M
Discretionary$256.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$256.8M
Discretionary$256.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$243.1M
Discretionary$243.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$209.9M
Discretionary$209.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$228.4M
Discretionary$228.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$171.2M
Discretionary$171.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$171.2M
Discretionary$171.2M
Non-Disc.$0
Employees1
Clients0
DateSep 2019
Total AUM$150.8M
Discretionary$150.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$150.8M
Discretionary$150.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees1
Clients100
DateMar 2016
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees1
Clients100
DateMar 2015
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees1
Clients100
DateMar 2014
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees1
Clients139
DateMar 2013
Total AUM$95.1M
Discretionary$95.1M
Non-Disc.$0
Employees1
Clients133
DateMar 2012
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees1
Clients138
DateMar 2011
Total AUM$84.6M
Discretionary$84.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$74.1M
Discretionary$0
Non-Disc.$74.1M
Employees5
Clients--
DateSep 2005
Total AUM$55.1M
Discretionary$0
Non-Disc.$55.1M
Employees5
Clients--
DateApr 2004
Total AUM$46.7M
Discretionary$0
Non-Disc.$46.7M
Employees5
Clients--