TACTIVEST, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 173309). Regulatory assets under management: $144.0M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Everest Wong | CEO, MANAGING MEMBER | — |
| Brieann Lee Peixoto | CHIEF COMPLIANCE OFFICER | — |
| Everest K Y Wong | PRINCIPAL MANAGING MEMBER CHIEF COMPLIANCE OFFICER | — |
| WONG SUSANNA Y | PRINCIPAL MANAGING MEMBER; PRINCIPAL MANAGING MEMBER CHIEF COMPLIANCE OFFICER | — |
| PEIXOTO BRIEANN LEE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 310-987-6900 |
| BEVERLY HILLS | CA | 1 | (310) 746-3973 |
| SEATTLE | WA | 1 | (310) 746-3973 |
| BEVERLY HILLS | CA | 1 | (310) 746-3973 |
| SEATTLE | WA | 1 | (310) 746-3973 |
| — | — | 1 | 310-987-6900 |
| — | — | 0 | (415) 752-7311 |
| — | — | 0 | (415) 752-7311 |