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Home > Retirement Planners > florida > jacksonville > TACTIVE ADVISORS, LLC
TACTIVE ADVISORS, LLC
7400 Baymeadows Way
Suite 300
Jacksonville, Florida 32256
Tel: 855-282-2848
About TACTIVE ADVISORS, LLC
TACTIVE ADVISORS, LLC, formally registered with the SEC as TACTIVE ADVISORS, LLC. The firm was established in 10/23/2020. They have over 13 offices throughout the country.
TACTIVE ADVISORS, LLC is a Jacksonville, Florida based Financial Planning firm with nearly $405,807,898 assets under management, offering retirement planning & investment advisory services to 1200 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309311 |
| SEC# | 801-119680 |
| Assets Managed by Firm | $405,807,898 |
| No. of Clients | 1200 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1200 | $405,807,898 |
| Individuals (other than high net worth individuals) | 686 | $130,000,003 |
| High net worth individuals | 17 | $49,466,685 |
| Other investment advisers | 5 | $226,341,210 |
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