RIA Intel›Advisers›Arizona›PRO TAX FINANCIAL SERVICES, LLC

PRO TAX FINANCIAL SERVICES, LLC

Advisory

MESA, AZ

Data as of Dec 2, 2025 · Source: SEC Form ADV

Average account

$136K

across 110 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Dec 2, 2025.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

7

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients110

Team

Total Employees7

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

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

110 clients

10 high-net-worth

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

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