CADGER TAX AND FINANCIAL INC.

CADGER TAX AND FINANCIAL INC. is an SEC-registered investment adviser (CRD 312033). Regulatory assets under management: $11.6M.

Registration

• CRD: 312033
• Type: Registered investment adviser
• Phone: 209-400-4615
• Latest filing: 2026-02-16
• Regulatory AUM: $11.6M
• Discretionary AUM: $11.2M
• Non-discretionary AUM: $350K
• Clients: 1
• Accounts: 43

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 312033 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search