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TACTICAL ALLOCATION GROUP, LLC
TACTICAL ALLOCATION GROUP, LLC
BIRMINGHAM, Michigan
·
2 registered advisors
·
CRD# 132451
SEC# 801-64810
248-283-2520
01
Firm Overview
AUM
$20M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at TACTICAL ALLOCATION GROUP, LLC
2 registered advisors
Gene Joseph Katz
BIRMINGHAM, Michigan
CRD# 2947224
Paul Joseph Simon
BIRMINGHAM, Michigan
CRD# 2083902
05
Office Locations
BIRMINGHAM, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. TACTICAL ALLOCATION GROUP, LLC (CRD# 132451) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.