Tactical Allocation Group, LLC
Tactical Allocation Group, LLC (CRD# 132451) is a financial advisory firm headquartered in Birmingham, MI. They manage $98,924,642 in 422 accounts and serve the financial needs of clients across 52 states (or territories).
Total Assets Under Management99MILLION
Total Number of Accounts422ACCOUNTS
Average Account Value$234,419
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
James Peters (CRD# 1543053) is an Investment Advisor Representative working at Tactical Allocation Group, LLC in Birmingham, MI and has over 31 years of experience in the finance industry.