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TACTIVEST, LLC
CRD 173309 · SEC 801-126580
AZ, United States
Phone
(415) 752-7311
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.0M
Discretionary AUM
$144.0M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; SPECIALTY CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $41.9M |
| High net worth individuals | 41 | $72.3M |
| Pension/profit sharing plans | 4 | $8.1M |
| Charitable organizations | 2 | $4.6M |
| Corporations/business entities | 6 | $17.0M |
States served
AZ, CA, GA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD