CRD: 156179
Tactical Investment Advisors, LLC
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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-16-2011
- Office Locations
- 1
Office Locations
About Tactical Investment Advisors, LLC
Tactical Investment Advisors, LLC works with high-net-profit business owners and high-net-worth clients seeking retirement income planning, safe-growth oriented investing, charitable motivations, and tax strategies for selling businesses or real estate with $1M+ capital gains, including review of returns and cost basis to surface options. Team of 3 advisors with 49+ years combined experience; custodies at Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON PATRICK SOLOMAN
Managing Member, Owner
- CRD
- #4931345
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SCOTT O'CONNELL
Investment Advisor Representative
- CRD
- #6415020
DANIEL SCOTT VENEGONI
Principal
- CRD
- #5116694
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,094,436 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,094,436 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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