Investment adviser · CRD 144088

AMERICAN INVESTMENT SERVICES

Investment adviser filing (IA)

USA TAX & INSURANCE SERVICES, INC.

PALM HARBOR, FL, United States · Form ADV filed Feb 8, 2013

Regulatory AUM
$43M
Form ADV · Item 5.F
Client accounts
594
Accounts, not individual clients
Employees
43
Reported in this filing
Advisory professionals
43
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 8, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4114 WOODLANDS PKWY, SUITE 402
PALM HARBOR, FL, 34685, United States

CRD 144088

Filing source

Form ADV 700256 · Feb 8, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.