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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LAROUERE, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAROUERE, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAROUERE, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAROUERE, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAROUERE, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAROUERE, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAROUERE, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAROUERE, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAROUERE, KATHLEEN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDRESON, DARIAN, JAMES | I | PRESIDENT | E | Control |
| ANDRESON, DARIAN, JAMES | I | PRESIDENT | E | Control |
| ANDRESON, DARIAN, JAMES | I | PRESIDENT | E | Control |
| ANDRESON, DARIAN, JAMES | I | PRESIDENT | E | Control |
| ANDRESON, DARIAN, JAMES | I | PRESIDENT | E | Control |
| ANDRESON, DARIAN, JAMES | I | PRESIDENT | E | Control |
| ANDRESON, DARIAN, JAMES | I | PRESIDENT | E | Control |
| ANDRESON, DARIAN, JAMES | I | PRESIDENT | E | Control |
| ANDRESON, DARIAN, JAMES | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 23, 2025 REGISTERED
Notice Filings (17)
AZ CA CO FL GA IA IL MD MI MO NM PA SD TN TX UT VA
Address
6775 RANGEWOOD DR.COLORADO SPRINGS, CO 80918
United States
Phone: 719-596-4844