Investment & Tax Strategies, Inc.
● SEC registered since 2026CRD 157717SEC# 801-135140
Reg. AUM
$118M
Employees
1
Accounts
560
Location
—
Investment & Tax Strategies, Inc. assets under management
Investment & Tax Strategies, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $118 million in regulatory assets under management and employs 1 people.
Investment & Tax Strategies, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jamie Grant Ellis Control | Ceo, Cfo, Coo, Clo, Cco | Over 75% | 1996 |
Frequently asked questions
How much does Investment & Tax Strategies, Inc. manage?
Investment & Tax Strategies, Inc. reports $118 million in regulatory assets under management on its Form ADV.
How many employees does Investment & Tax Strategies, Inc. have?
Investment & Tax Strategies, Inc. reports 1 employees.
Does Investment & Tax Strategies, Inc. disclose fund performance?
Investment & Tax Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 262-886-2914 |
| Office hours | 7:00 a.m. -4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$118MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$118Mregulatory AUM
Discretionary $118M