RIA Intel›Advisers›Colorado›SENIOR TAX ADVISORY GROUP, INC

SENIOR TAX ADVISORY GROUP, INC

Advisory

N·COLORADO SPRINGS, CO

Data as of Mar 15, 2026 · Source: SEC Form ADV

Total AUM
$123M
1-Year AUM Growth
+22.6%
3-Year CAGR
0.0%
Employees
4
Assets Under Management
Total AUM$123M
Discretionary AUM$123M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,142
Team
Total Employees4
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingJan 5, 2022
Latest FilingMar 15, 2026
🔒 Full AUM trend chart and 7 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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