TACTICAL INVESTMENTS

TACTICAL INVESTMENTS of LONGBOAT KEY, FL is an SEC-registered investment adviser (CRD 328761). Regulatory assets under management: $5.0M.

Registration

• CRD: 328761
• Type: Registered investment adviser
• Location: 700 GULF BAY ROAD, LONGBOAT KEY, FL, 34228
• Phone: 203-216-7417
• Latest filing: 2024-10-30
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328761 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search