Tactical Portfolio Advisors, LLC is a large advisory firm based in Pentwater. It manages $99.37 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Michigan, and Nevada.
Tactical Portfolio Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tactical Portfolio Advisors, LLC is $99.37 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tactical Portfolio Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Tactical Portfolio Advisors, LLC performs its advisory services is located at 180 S. Hancock #A, Pentwater, MI 49449 The mailing address of the firm is 7334 W. Minch Rd, Mears, MI 49436. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 616-791-8589 or by fax 616-855-2973. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.tacticalportfolios.com.