Senior Tax Advisory Group, Inc
● SEC registered since 2022CRD 318058SEC# 801-123170Colorado Springs, CO
Reg. AUM
$122.8M
Employees
6
Accounts
1,286
Location
Colorado Springs, CO
Senior Tax Advisory Group, Inc assets under management
Senior Tax Advisory Group, Inc operates as an SEC-registered investment adviser based in Colorado Springs, CO. The firm has been registered since 2022. It reports $122.8 million in regulatory assets under management and employs 6 people.
Senior Tax Advisory Group, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darian James Andreson Control | President | Over 75% | 2007 |
| Kathleen Ann Larouere | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Senior Tax Advisory Group, Inc manage?
Senior Tax Advisory Group, Inc reports $122.8 million in regulatory assets under management on its Form ADV.
How many employees does Senior Tax Advisory Group, Inc have?
Senior Tax Advisory Group, Inc reports 6 employees.
Where is Senior Tax Advisory Group, Inc located?
Senior Tax Advisory Group, Inc is based in Colorado Springs, CO and has been SEC-registered since 2022.
Does Senior Tax Advisory Group, Inc disclose fund performance?
Senior Tax Advisory Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6775 Rangewood Dr., Colorado Springs, CO 80918 |
| Phone | 719-596-4844 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.8M▲ 39%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$122.8Mregulatory AUM
Discretionary $122.8M