Tactical Allocation Group, LLC (Birmingham)

Name: Tactical Allocation Group, LLC
Address: 255 East Brown Street, Birmingham, MI, 48009
Telephone: 248-283-2520

Tactical Allocation Group, LLC is an adviser based in Birmingham. It manages $20.37 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Maryland, Massachusetts, and 3 other states.

Tactical Allocation Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tactical Allocation Group: assets under management

The assets under management (AUM) of Tactical Allocation Group, LLC is $20.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $308.59 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tactical Allocation Group, 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 Allocation Group, LLC

Paul Joseph Simon has served as the Chief Investment Officer since 1 Oct 2013 and James F Peters is the Chief Executive Officer of Tactical Allocation Group, LLC family office. David Scott Foret joined the executive team most recently as the Chief Compliance Officer And Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James F Peters	Ceo	1 Mar 2004	50% - 75%	1543053
Paul Joseph Simon	Cio	1 Mar 2004	25% - 50%	2083902
Christopher John Sitek	Coo/cco	1 Mar 2004	Other	2015574
James F Peters	Ceo, cfo, chief compliance officer	1 Oct 2006	50% - 75%	1543053
James F Peters	Chief executive officer and chief financial officer	1 Feb 2008	50% - 75%	1543053
Wayne Garner Holbrook	Chief operating officer and chief compliance officer	1 Mar 2008	Other	1579195
James F Peters	Chief executive officer	1 Dec 2008	50% - 75%	1543053
David Scott Foret	Chief operating officer	1 Jan 2011	Other	5995048
Gene Joseph Katz	Chief development officer and chief financial officer	1 Jan 2012	Other	2947224
Gene Joseph Katz	Chief development officer and chief financial officer	1 Apr 2012	Other	2947224
David Scott Foret	Chief compliance officer and operating officer	1 Oct 2012	Other	5995048
Paul Joseph Simon	Chief investment officer	1 Oct 2013	Other	2083902
James F Peters	Chief compliance officer	1 Nov 2015	75% - 100%	1543053

Based in Birmingham

The principal office where Tactical Allocation Group, LLC performs its advisory services is located at 255 East Brown Street, Birmingham, MI 48009, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-283-2520 or by fax 248-283-2524. The normal business hours are 8:30 - 5:00 - fridays to 4:30 on Monday - Friday. You can find more information about the New York firm at tagllc.net.