American Financial & Tax Strategies, Inc.
● SEC registered since 1993CRD 115559SEC# 801-44737New York, NY
Reg. AUM
$279.4M
Employees
1
Accounts
584
Location
New York, NY
American Financial & Tax Strategies, Inc. assets under management
American Financial & Tax Strategies, Inc. is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 1993. It reports $279.4 million in regulatory assets under management and employs 1 people.
American Financial & Tax Strategies, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert James Braglia Control | President/Chief Compliance Officer | Over 75% | 1992 |
Frequently asked questions
How much does American Financial & Tax Strategies, Inc. manage?
American Financial & Tax Strategies, Inc. reports $279.4 million in regulatory assets under management on its Form ADV.
How many employees does American Financial & Tax Strategies, Inc. have?
American Financial & Tax Strategies, Inc. reports 1 employees.
Where is American Financial & Tax Strategies, Inc. located?
American Financial & Tax Strategies, Inc. is based in New York, NY and has been SEC-registered since 1993.
Does American Financial & Tax Strategies, Inc. disclose fund performance?
American Financial & Tax Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1650 Broadway, Suite 1405, New York, NY 10019 |
| Phone | 212-315-0345 |
| Fax | 212-315-0405 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$279.4M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$279.4Mregulatory AUM
Discretionary $279.4M