|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Tactivest LLC
✚
|
|
|---|---|
| CRD # | 173309 |
| SEC # | 801-126580 |
| CIK # | |
| AUM | $128.5 M (2025-05-09) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 415-752-7311 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 38.0 |
| (b) Individuals (high net worth individuals) | 32 | 62.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.0 |
| (h) Charitable organizations | 2 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 15.6 |
| (n) Other | 0 | 0.0 |
| Total | 576 | 128.5 |
| By Discretionary | ||
| Discretionary | 576 | 128.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 576 | 128.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 128.1 | |
| Total | 576 | 128.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vested Financial Planning LLC
✚
|
0.1 | |
|
RPR Financial Advisors LLC
✚
|
KS | 0.1 |
|
Professional Wealth Management Services LLC
✚
|
NC | 0.1 |
|
JCT Investment Counsel Inc
✚
|
OH | 0.1 |
|
Brett Josey Wealth Management LLC
✚
|
0.1 | |
|
Rexford Capital Inc
✚
|
0.1 | |
|
Mutual Trust Advisory Group Inc
✚
|
FL | 0.1 |
|
Worthington Financial Partners LLC
✚
|
OH | 0.1 |
|
Wagner Financial LLC
✚
|
OR | 0.1 |
|
JJSA Advisor Ltd
✚
|
VA | 0.1 |