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Wealth Manager • New York, United States

American Financial & Tax Strategies

American Financial & Tax Strategies is a wealth manager based in New York, United States, founded in 1993. Verified contact details, AUM data, and investment preferences on FindLPs.

1993
Year Founded
Wealth Manager
Investor Type
New York, United States
Headquarters
About

American Financial & Tax Strategies

American Financial & Tax Strategies is a wealth manager based in New York, US. Founded in 1993.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.