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TAX & INSURANCE SERVICES INCORPORATED

Advisory

RIVERSIDE, CA

Data as of Mar 29, 2026 · Source: SEC Form ADV

Rank in CA

#4,620

of 5,480 advisers by AUM

Average account

$222K

across 49 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$0

Non-Discretionary AUM$11M

Discretionary %0%

Total Clients49

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

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

49 clients

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

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

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JOHN PICARD STEIN , PH.D.

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INVESTEK COMPANY, LLC

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SERENE GROWTH PARTNERS LLC

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