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 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $216,447
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, GA, TX

Financial Advisors at Tactivest, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Andrew J. Stout
CRD#: 2419920
1 Sansome St, 35th Floor, San Francisco, CA 94104

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.

2
Everest K. Wong
CRD#: 3166711
1 Sansome St, 35th Floor, San Francisco, CA 94104

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.

3
Elizabeth Foster
CRD#: 7668442
19 Sir Francis Drake Blvd, Ross, CA 94957

Elizabeth Foster (CRD# 7668442) is an Investment Advisor Representative working at Tactivest, LLC in Ross, CA and has 1 year of experience in the finance industry.

4
Sevada S. Haghverdian
CRD#: 7546843
9595 Wilshire Blvd, Suite 900, Beverly Hills, CA 90212

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.

5
Wayne R. Johnson
CRD#: 7538610
1 Sansome St, 35th Floor, San Francisco, CA 94104

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.

6
Brieann L. Peixoto
CRD#: 6181658
1 Sansome St, 35th Floor, San Francisco, CA 94104

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.

7
Shuka Rassouli
CRD#: 7533781
1 Sansome St, 35th Floor, San Francisco, CA 94104

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.

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