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Gene Joseph Katz

TACTICAL ALLOCATION GROUP, LLC·BIRMINGHAM, Michigan
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139 S. OLD WOODWARD, BIRMINGHAM, MI 48009CRD# 2947224Firm CRD# 132451
01

About

Gene Joseph Katz is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with TACTICAL ALLOCATION GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TACTICAL ALLOCATION GROUP, LLC
TACTICAL ALLOCATION GROUP, LLC
AUM
$20M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TACTICAL ALLOCATION GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2947224
Firm CRD# 132451
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gene Joseph Katz offer?
Gene Joseph Katz specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are Gene Joseph Katz's credentials?
Gene Joseph Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gene Joseph Katz located?
Gene Joseph Katz is based in BIRMINGHAM, Michigan, working with TACTICAL ALLOCATION GROUP, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Gene Joseph Katz charge for services?
Gene Joseph Katz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TACTICAL ALLOCATION GROUP, LLC?
TACTICAL ALLOCATION GROUP, LLC has approximately 1 employees and manages $20M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BIRMINGHAM
Adam Robert Quiring — Q3 ASSET MANAGEMENT CORPORATIONPaul Joseph Simon — TACTICAL ALLOCATION GROUP, LLCCharles Joseph Schmidt — SEIZERT CAPITAL PARTNERS, LLCThomas Beardsley Bender — SEIZERT CAPITAL PARTNERS, LLCBradford Nicholas Giaimo — Q3 ASSET MANAGEMENT CORPORATION
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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