TACTICAL INVESTMENTS
Firm details
- Headquarters
- LONGBOAT KEY, Florida
- CRD number
- 328761
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tactical Investments is a limited liability partnership focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management and performance-based fees. Tactical Investments does not engage in ESG investing and is not classified as a multi-state adviser. The firm has a concentrated client base, primarily serving individuals and families.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- US Government Bonds50%
- Other30%
- Cash & Cash Equivalents20%
Contacts
1 of 1DIKRAN KADAGIAN
PresidentCRD 1630658
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LONGBOAT KEY, FL
MANATEE
Location
LONGBOAT KEY, FL
Headquartered in LONGBOAT KEY, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- MANATEE
- Address
- 700 Gulf Bay Rd
- Time zone
- ET (UTC-5)
- Office locations
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