SENIOR TAX ADVISORY GROUP, INC
Legal name: SENIOR TAX ADVISORY GROUP, INC.
CRD #318058 SEC #801-123170 COLORADO SPRINGS, CO 719-596-4844
SEC Registered
Total AUM
$88.5M
Discretionary
$88.5M
Employees
4
Clients
--
Accounts
1,142
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $88.5M | $88.5M | $0 | 4 | 0 |
| Mar 2024 | $61.4M | $61.4M | $0 | 3 | 0 |
| Mar 2023 | $50.1M | $50.1M | $0 | 2 | 0 |
| Jun 2022 | $102M | $43.3M | $58.7M | 2 | 0 |
| Jun 2022 | $102M | $43.3M | $58.7M | 2 | 0 |
| Apr 2022 | $0 | $0 | $0 | 2 | 0 |
| Feb 2022 | $0 | $0 | $0 | 2 | 0 |
| Jan 2022 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$88.5M
Discretionary$88.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$102M
Discretionary$43.3M
Non-Disc.$58.7M
Employees2
Clients0
DateJun 2022
Total AUM$102M
Discretionary$43.3M
Non-Disc.$58.7M
Employees2
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0