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).

By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    422
    ACCOUNTS
  • Average Account Value
    $234,419
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Tactical Allocation Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James F. Peters
CRD#: 1543053
255 E. Brown St., Suite 101, Birmingham, MI 48009
58
Wealthminder
score

James Peters (CRD# 1543053) is an Investment Advisor Representative working at Tactical Allocation Group, LLC in Birmingham, MI and has over 30 years of experience in the finance industry.

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