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AMERICAN FINANCIAL & TAX STRATEGIES, INC.

NEW YORK, NY · CRD 115559 · IAPD ↗ · theintelligentdecision.com · 212-315-0345

$279.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
February 2026 — AMERICAN FINANCIAL & TAX STRATEGIES, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
December 2025 — AMERICAN FINANCIAL & TAX STRATEGIES, INC. notice-filed in CA, CO, FL, GA, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.