|
⚲
|
| Tactive Advisors LLC
✚
| |
|---|---|
| CRD # | 309311 |
| SEC # | 801-119680 |
| CIK # | 0002002409 |
| AUM | $405.8 MM (2024-08-27) |
| Employees | 3 (0% Investors, 0% Brokers) |
| Phone | 855-282-2848 |
| Address | 7400 Baymeadows Way Jacksonville, FL 32256 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 686 | 130.0 |
| (b) Individuals (high net worth individuals) | 17 | 49.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 226.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,200 | 405.8 |
| By Discretionary | ||
| Discretionary | 703 | 381.5 |
| Non-Discretionary | 497 | 24.3 |
| Total | 1,200 | 405.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 405.8 | |
| Total | 1,200 | 405.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002002409] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Quantitative Process LLC
✚
|
NC | 0.4 |
|
Libra Wealth LLC
✚
|
CA | 0.4 |
|
HFG Wealth Management LLC
✚
|
TX | 0.4 |
|
TTP Investments Inc
✚
|
CA | 0.4 |
|
DST Wealth Management LLC
✚
|
CA | 0.4 |
|
Prostatis Group LLC
✚
|
MD | 0.4 |
|
Peak Financial Management Inc
✚
|
MA | 0.4 |
|
Affiliated Financial Advisors Inc
✚
|
WI | 0.4 |
|
Worley Erhart-Graves Financial Advisors Inc
✚
|
IN | 0.4 |
|
Schubert & Company Inc
✚
|
TX | 0.4 |