Certified Tax Service, Inc.
● SEC registered since 1985CRD 110960SEC# 801-25781Chicago, IL
Reg. AUM
$313.9M
Employees
9
Accounts
732
Location
Chicago, IL
Certified Tax Service, Inc. assets under management
Certified Tax Service, Inc. is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1985. It reports $313.9 million in regulatory assets under management and employs 9 people.
Certified Tax Service, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Anthony Marien Control | Executive Vice President / Chief Compliance Officer | 25-50% | 1984 |
| Christopher Todd Much Control | Vice President And Chief Investment Officer | 10-25% | 2013 |
| Jonathon Corey Much Control | Vice President And Chief Operating Officer | 10-25% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Certified Tax Service, Inc. manage?
Certified Tax Service, Inc. reports $313.9 million in regulatory assets under management on its Form ADV.
How many employees does Certified Tax Service, Inc. have?
Certified Tax Service, Inc. reports 9 employees.
Where is Certified Tax Service, Inc. located?
Certified Tax Service, Inc. is based in Chicago, IL and has been SEC-registered since 1985.
Does Certified Tax Service, Inc. disclose fund performance?
Certified Tax Service, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 737 North Michigan Avenue, Suite 2120, Chicago, IL 60611 |
| Phone | 312-337-1040 |
| Fax | 312-337-9862 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$313.9MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$313.9Mregulatory AUM
Discretionary $313.9M