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SENIOR TAX ADVISORY GROUP
SENIOR TAX ADVISORY GROUP, INC. is an SEC-registered investment adviser in COLORADO SPRINGS, CO, registered since 2022. The firm manages approximately $123...
Overview
SENIOR TAX ADVISORY GROUP, INC. is an SEC-registered investment adviser in COLORADO SPRINGS, CO, registered since 2022. The firm manages approximately $123 million in regulatory assets. It employs 6 staff and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
US
Corporate office
United States
Frequently asked questions
What investment stages does Senior Tax Advisory Group typically target?
The firm focuses on liquid securities and income-producing alternatives, rather than early-stage venture or growth equity. Portfolio construction emphasizes tax efficiency and income generation, using publicly traded assets and select private-market vehicles that offer yield or capital gain deferral.
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