TACTICAL FINANCIAL PLANNING INC

TACTICAL FINANCIAL PLANNING INC of MALABAR, FL is an SEC-registered investment adviser (CRD 335276). Regulatory assets under management: $158K.

Registration

• CRD: 335276
• Type: Registered investment adviser
• Location: 2045 COREY ROAD, MALABAR, FL, 32950
• Phone: 3214786057
• Latest filing: 2026-07-13
• Regulatory AUM: $158K
• Discretionary AUM: $158K
• Clients: 1
• Accounts: 5

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335276 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search