Tactical Investment Managers, LLC (Leawood)

Name: Tactical Investment Managers, LLC
Address: 11300 Tomahawk Creek Parkway, Leawood, KS, 66211
Telephone: 913-647-9700

Tactical Investment Managers, LLC is a related adviser based in Leawood. It manages $35.71 million of regulatory assets for 159 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Kansas, Louisiana, Missouri, and Texas.

Tactical Investment Managers provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tactical Investment Managers: assets under management

The assets under management (AUM) of Tactical Investment Managers, LLC is $35.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $224.58 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tactical Investment Managers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tactical Investment Managers, LLC

Gary Paul Henson has served as the Chief Investment Officer since 1 Jan 2010. Cheryl Renee Vohland joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Paul Henson	Chief investment officer	1 Jan 2010	Other	2130871
Llc Mariner Holdings	Managing member	1 Jan 2010	75% - 100%	26-2766689
Llc Montage Investments	Managing member	1 Jan 2010	75% - 100%	152607
Braden Martin Perry	Chief compliance officer	1 Apr 2010	Other	5782256
Cheryl Renee Vohland	Chief compliance officer	1 Aug 2011	Other	4906804

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Bicknell Family Management Company Trust	Managing member	1 Jun 2009	75% - 100%	20-7480290
Martin Christopher Bicknell	Trustee	1 Jun 2009	Other	2007121
William Allen Freeman	Trustee	1 Jun 2009	Other	5682255
Llc Mariner Holdings	Managing member	1 Jun 2009	75% - 100%	26-2766689
Llc Bicknell Family Holding Company	Managing member	1 Jan 2010	75% - 100%	26-0534255

Based in Leawood

The principal office where Tactical Investment Managers, LLC performs its advisory services is located at 11300 Tomahawk Creek Parkway, Leawood, KS 66211 The mailing address of the firm is 4200 West 115 Th Street, Leawood, KS 66211. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-647-9700 or by fax 913-647-9725. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.montageassetco.com.