FIDUCIARY TACTICAL STRATEGIES, INC.
Firm details
- Headquarters
- CHESTERFIELD, Missouri
- CRD number
- 110723
- Custodians
- GUGGENHEIM INVESTOR SERVICES, LLC, NATIONWIDE SECURITIES, LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals59.26%
- HNWI40.74%
- Services
- Portfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Fiduciary Tactical Strategies, Inc. is a small, privately owned corporate RIA that manages portfolios for individual and family clients as well as small businesses. The firm bills on a percentage-of-AUM basis and includes tactical/market-timing services among its advisory offerings, alongside conventional portfolio management. It is not registered as an active ESG investor and is not reported as a multi-state adviser; the firm’s classification is unclassified and it does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities6%
Contacts
2 of 2CHARLES WEED
Investment Adviser RepresentativeCRD 4162021
TERRY BOMMER
PresidentCRD 859916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHESTERFIELD, MO
SAINT LOUIS
Location
CHESTERFIELD, MO
Headquartered in CHESTERFIELD, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 400 Chesterfield Ctr
- Time zone
- CT (UTC-6)
- Office locations
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