Tactical Financial Planning Inc
Firm details
- Headquarters
- Malabar, Florida
- CRD number
- 335276
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tactical Financial Planning Inc is a very small, privately owned corporate advisory firm that provides fee-based financial planning, portfolio management for individuals and small businesses, pension consulting and client education through seminars and workshops. The firm charges fixed fees rather than asset-based or performance fees. It does not identify itself as an ESG investor and is not flagged as a multi-state adviser or a capital allocator to third‑party managers.
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
- Cash & Cash Equivalents78%
- Exchange Traded Equities22%
Contacts
1 of 1Tasha Shaheen
ManagerCRD 8057576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Malabar, FL
Brevard
Location
Malabar, FL
Headquartered in Malabar, FL, in the South of the United States.
- Region
- South
- County
- Brevard
- Address
- 2045 Corey Rd
- Time zone
- ET (UTC-5)
- Office locations
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