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SENIOR TAX ADVISORY GROUP, INC.

COLORADO SPRINGS, CO · CRD 318058 · IAPD ↗ · 719-596-4844

$122.8MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — SENIOR TAX ADVISORY GROUP, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2026 — SENIOR TAX ADVISORY GROUP, INC. reported RAUM up 39% ($88.5M -> $122.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — SENIOR TAX ADVISORY GROUP, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — SENIOR TAX ADVISORY GROUP, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — SENIOR TAX ADVISORY GROUP, INC. reported RAUM up 44% ($61.4M -> $88.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — SENIOR TAX ADVISORY GROUP, INC. grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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