# TACTICAL ALLOCATION GROUP, LLC

TACTICAL ALLOCATION GROUP, LLC of BIRMINGHAM, MI is an SEC-registered investment adviser.

## Registration

- CRD: 132451
- Type: SEC-registered investment adviser
- SEC file number: 801-64810
- Location: 255 EAST BROWN STREET, SUITE 101, BIRMINGHAM, MI, 48009
- Phone: 248-283-2520
- Latest filing: 2017-03-30
- Regulatory AUM: $20.4M
- Discretionary AUM: $20.4M
- Clients: 1
- Accounts: 66

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| PETERS JAMES F | CEO; CEO AND CHIEF COMPLIANCE OFFICER; CEO, CFO, CHIEF COMPLIANCE OFFICER (+7 more) | — |
| SIMON PAUL JOSEPH | CHIEF INVESTMENT OFFICER; CIO | — |
| SITEK CHRISTOPHER JOHN | COO/CCO | — |
| HOLBROOK WAYNE GARNER | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| FORET DAVID SCOTT | CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER; CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER, MEMBER; CHIEF OPERATING OFFICER | — |
| KATZ GENE JOSEPH | CHIEF DEVELOPMENT OFFICER AND CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132451/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132451/similar
- Related entities: https://search.stillhousedata.com/firm/132451/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132451

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.