RIA Intel›Advisers›Illinois›CERTIFIED TAX SERVICE, INC.

CERTIFIED TAX SERVICE, INC.

Advisory

N·CHICAGO, IL

Data as of Dec 20, 2024 · Source: SEC Form ADV

Total AUM
$314M
1-Year AUM Growth
+8.9%
3-Year CAGR
-1.0%
Employees
4
Assets Under Management
Total AUM$314M
Discretionary AUM$314M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients249
Team
Total Employees4
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record43
First FilingApr 30, 2001
Latest FilingDec 20, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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