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ADVANCED TAX AND FINANCIAL SERVICES,INC.

Advisory

ID

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in ID

#23

of 82 advisers by AUM

Average account

$20M

across 29 accounts

AUM per adviser

$578M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$578M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$578M

Discretionary AUM$578M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndMay

Operates InID, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ID

Closest by assets under management. All figures from Form ADV.

$574M

FREEDOM FIDUCIARIES LLC

$585M

CLEARROCK CAPITAL LLC

$553M

LEGACY WEALTH MANAGEMENT, LLC

$629M

WEST OAK CAPITAL, LLC

$526M

HEDONOVA ADVISORS LLC

$643M

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