THE TAX PRACTICE, INC.
THE TAX PRACTICE, INC. of SAN JOSE, CA is an SEC-registered investment adviser (CRD 133433). Regulatory assets under management: $102.1M.
Registration
- CRD: 133433
- SEC file number: 801-81093
- Type: Registered investment adviser
- Location: 1978 THE ALAMEDA, SAN JOSE, CA, 95126-1432
- Phone: 408-879-0399
- Latest filing: 2016-02-03
- Regulatory AUM: $102.1M
- Discretionary AUM: $102.1M
- Clients: 2
- Accounts: 466
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| WILLNER HARRIS WAYNE | PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT & OWNER | — |
| WILLNER HARRISON CLAY | CHIEF COMPLIANCE OFFICER | — |
More on this firm