Senior Tax Advisory Group, Inc., based out of Colorado Springs, CO, is a small investment advisory firm dedicated to providing exceptional financial guidance and tax advisory services. With a team of two highly skilled professionals, they offer comprehensive wealth management solutions to individual clients and employers alike.
One of their experienced advisors, Kathleen Larouere, has been with the firm since 2022, bringing valuable expertise to the table. The company's primary focus lies in managing assets under management, which average an impressive $867,000,000 per investment advisor, surpassing the industry average. Their co...
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Assets Under Mgmt
$50.09M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Commissions
Services Provided Section
Portfolio management for individuals and/or small businesses
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