RIA Intel›Advisers›Florida›ADVANCED TAX & INVESTMENTS, INC.

ADVANCED TAX & INVESTMENTS, INC.

Advisory

ORLANDO, FL

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in FL

#1,888

of 2,610 advisers by AUM

Average account

$170K

across 161 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients81

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InDC, FL

Succession Risk

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

See plansIncluded with the Intelligence plan

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

81 clients

6 high-net-worth

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

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