ADVANCED TAX & INVESTMENTS, INC.

ADVANCED TAX & INVESTMENTS, INC. of ORLANDO, FL is an SEC-registered investment adviser (CRD 137357). Regulatory assets under management: $27.4M.

Registration

• CRD: 137357
• Type: Registered investment adviser
• Location: 1920 E. ROBINSON ST., ORLANDO, FL, 32803
• Phone: 407-595-2084
• Latest filing: 2026-01-28
• Regulatory AUM: $27.4M
• Discretionary AUM: $27.4M
• Clients: 2
• Accounts: 161

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137357 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search