# SENIOR TAX ADVISORY GROUP

SENIOR TAX ADVISORY GROUP is a RIA based in US.

## Overview

- **Organization type:** RIA
- **Headquarters:** US
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** senioradvisory.com
- **LinkedIn:** https://www.linkedin.com/company/senior-tax-advisory-group-inc

## Regulatory record

- **CRD number:** 318058
- **SEC file number:** 801-123170
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318058

## About

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.

## 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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Last updated: 2026-07-11T12:57:01.000Z

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