Tactical Investment Advisors, LLC
Tactical Investment Advisors, LLC (CRD# 156179) is a financial advisory firm headquartered in Huntersville, NC. They manage $30,808,504 in 115 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management31MILLION
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Total Number of Accounts115ACCOUNTS
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Average Account Value$267,900
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NC
Wade Menzies (CRD# 5032612) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 17 years of experience in the finance industry.
Scott O'connell (CRD# 6415020) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 9 years of experience in the finance industry.
James Soloman (CRD# 5032615) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 17 years of experience in the finance industry.
Jason Soloman (CRD# 4931345) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 18 years of experience in the finance industry.
Daniel Venegoni (CRD# 5116694) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 17 years of experience in the finance industry.