SHAH TAX AND FINANCIAL PLANNING

SHAH TAX AND FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 291763).

Registration

• CRD: 291763
• Type: Registered investment adviser
• Phone: 214-425-9043
• Latest filing: 2024-02-29
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

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 291763 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search