T
$27.8M Total AUM
$27.8M Disc. AUM
-- 3Y CAGR
3 Employees
40 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2023
- Office Locations
- 2
Office Locations
2990 E. Northern Avenue, Suite D106 Phoenix AZ
-- Phoenix AZ
About Tactical TAX Wealth Management
Tactical TAX Wealth Management is a Phoenix-based RIA with 2 offices. The firm has been operating for 3 years. Managing $27.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
-- AVG AGE
$13.9M AVG AUM / ADVISOR
$694.5K AVG AUM / CLIENT
1.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANDREW AUCHINCLOSS VICTOR
Chief Compliance Officer, Chief Executive Officer, Vice President
- CRD
- #2897845
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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C
CHRISTOPHER DAVID TOWARD
--
- CRD
- #6705878
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,779,701 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,779,701 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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