RIA Intel›Advisers›Florida›TACTICAL INVESTMENTS FL LLC

TACTICAL INVESTMENTS FL LLC

Advisory

LONGBOAT KEY, FL

Data as of Oct 30, 2024 · Source: SEC Form ADV

Rank in FL

#2,328

of 2,610 advisers by AUM

Average account

$1M

across 4 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Oct 30, 2024.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

4 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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TRUESDELL WEALTH, INC.

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NEW PERSPECTIVE WEALTH MANAGEMENT

$5M

STONEWEALTH ADVISORS, LLC

CORAL GABLES, FL

$5M

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