Tactivest, LLC
Tactivest, LLC (CRD# 173309) is a financial advisory firm headquartered in San Francisco, CA. They manage $122,292,577 in 565 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management122MILLION
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Total Number of Accounts565ACCOUNTS
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Average Account Value$216,447
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, GA, OR, TX, WA
Andrew Stout (CRD# 2419920) is an Investment Advisor Representative working at Tactivest, LLC in San Francisco, CA and has over 27 years of experience in the finance industry.
Everest Wong (CRD# 3166711) is an Investment Advisor Representative working at Tactivest, LLC in San Francisco, CA and has over 25 years of experience in the finance industry.
Elizabeth Foster (CRD# 7668442) is an Investment Advisor Representative working at Tactivest, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Sevada Haghverdian (CRD# 7546843) is an Investment Advisor Representative working at Tactivest, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry.
Wayne Johnson (CRD# 7538610) is an Investment Advisor Representative working at Tactivest, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Brieann Peixoto (CRD# 6181658) is an Investment Advisor Representative working at Tactivest, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.
Shuka Rassouli (CRD# 7533781) is an Investment Advisor Representative working at Tactivest, LLC in San Francisco, CA and has 1 year of experience in the finance industry.