PRO TAX FINANCIAL SERVICES, LLC

PRO TAX FINANCIAL SERVICES, LLC of MESA, AZ is an SEC-registered investment adviser (CRD 124634). Regulatory assets under management: $15.0M.

Registration

• CRD: 124634
• Type: Registered investment adviser
• Location: 761 S. STAPLEY, MESA, AZ, 85204
• Phone: 480-464-1040
• Latest filing: 2025-12-02
• Regulatory AUM: $15.0M
• Discretionary AUM: $15.0M
• Clients: 7
• Accounts: 110

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124634 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search