F
CRD: 110723
Fiduciary Tactical Strategies, Inc.
Chesterfield, MO, 63017
3145043957
$13.4M Total AUM
$13.4M Disc. AUM
-- 3Y CAGR
2 Employees
107 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Guggenheim · Interactive Brokers · Jefferson National Securities
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-20-1996
- Office Locations
- 2
Office Locations
15415 Clayton RD Ballwin MO
15510 Olive Blvd Suite 204 Chesterfield MO
About Fiduciary Tactical Strategies, Inc.
Fiduciary Tactical Strategies, Inc. is a Chesterfield-based RIA with 2 offices. The firm has been operating for 30 years. Managing $13.4M in total assets under management, with 2 advisory representatives. They custody assets with Guggenheim and Interactive Brokers. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$6.7M AVG AUM / ADVISOR
$125.7K AVG AUM / CLIENT
21.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Signal Fusion ridge Momentum atlas
Investment Themes
Capital Signal delta
Investment Vehicles
Frontier
Services
Wave ridge Alpha vital Unison
Owner & Executives
T
TERRY GLEN BOMMER
Chief Compliance Officer, President
- CRD
- #859916
- Ownership
- 75% or more
(323) 401-7968
vertex.ember@timbercapital.com
in linkedin.com/in/element-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
C
CHARLES FRANKLIN WEED
Managing Director
- CRD
- #4162021
(510) 370-4601
insight.focus@capitalcapital.com
in linkedin.com/in/ridge-harbor
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,449,968 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,449,968 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,449,968
Public Funds:
19.7% Equity - Exchange:
80.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,635,538,305 | 19.7% |
| Equity - Exchange | $6,666,686,594 | 80.3% |
| Total | $8,302,224,899 | 100.0% |