INVESTMENT & TAX STRATEGIES, INC.

INVESTMENT & TAX STRATEGIES, INC. is an SEC-registered investment adviser (CRD 157717). Regulatory assets under management: $118.0M.

Registration

• CRD: 157717
• SEC file number: 801-135140
• Type: Registered investment adviser
• Phone: 262-886-2914
• Latest filing: 2026-02-04
• Regulatory AUM: $118.0M
• Discretionary AUM: $118.0M
• Clients: 1
• Accounts: 560

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 157717 on SEC IAPD (source of record)
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