TAX PRO ADVISOR

TAX PRO ADVISOR is an SEC-registered investment adviser (CRD 304119). Regulatory assets under management: $662K.

Registration

• CRD: 304119
• Type: Registered investment adviser
• Phone: 512-592-7720
• Latest filing: 2026-03-01
• Regulatory AUM: $662K
• Non-discretionary AUM: $662K
• Clients: 1
• Accounts: 4

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 304119 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search