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Paul Joseph Simon

TACTICAL ALLOCATION GROUP, LLC·BIRMINGHAM, Michigan
Clean recordTACTICAL ALLOCATION GROUP, LLC
139 S. OLD WOODWARD, BIRMINGHAM, MI 48009CRD# 2083902Firm CRD# 132451

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Joseph Simon · BIRMINGHAM, MI
Registration
CRD #2083902 · TACTICAL ALLOCATION GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Joseph Simon 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
Introduction

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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# 2083902
Firm CRD# 132451
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Joseph Simon offer?
Paul Joseph Simon specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are Paul Joseph Simon's credentials?
Paul Joseph Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Joseph Simon located?
Paul Joseph Simon 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 Paul Joseph Simon charge for services?
Paul Joseph Simon'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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Gene Joseph Katz
BIRMINGHAM, MI

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