Unclaimed Profile

Paul Joseph Simon

TACTICAL ALLOCATION GROUP, LLC·BIRMINGHAM, Michigan

Series 7, Series 31, Series 63, Series 65, Series 66Clean record16 years registeredTACTICAL 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 · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TACTICAL ALLOCATION GROUP, LLC

STONEY CREEK ADVISORS LLC

Jun 2016 – Oct 2018

ROCHESTER HILLS, MI

TACTICAL ALLOCATION GROUP, LLC

Apr 2010 – Apr 2015

BIRMINGHAM, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Series 66

Registration record

First registered · April 7, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TACTICAL ALLOCATION GROUP, LLC

CRD 132451 · SEC 801-64810

AUM

$20M

Regulatory assets under management

Employees

66 client accounts

Services offered by TACTICAL ALLOCATION GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TACTICAL ALLOCATION GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Joseph Simon offer?

Paul Joseph Simon specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with TACTICAL ALLOCATION GROUP, LLC.

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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