AMERICAN FINANCIAL & TAX STRATEGIES, INC.

AMERICAN FINANCIAL & TAX STRATEGIES, INC. of NEW YORK, NY is an SEC-registered investment adviser (CRD 115559). Regulatory assets under management: $279.4M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (2)

NameRoleLocation
Robert James BragliaPRESIDENT/CHIEF COMPLIANCE OFFICER
BRAGLIA ROBERT JAMESPRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEFCOMPLIANCE OFFICER

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