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Building 2TACTIVE ADVISORS, LLC

Map pinSARASOTA, FL
Phone855-282-2848
NotebookSEC #801-119680
Total AUM
$619M
Employees
15
Clients
1,568

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1990 MAIN STREET
SUITE 750
SARASOTA
FL 34236
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
855-282-2848
Other Offices
11

ReceiptFinancials

Total AUM
$619M
Accounts
3,434
Discretionary
$355.4M
Accounts
1,564
Non-Discretionary
$263.6M
Accounts
1,870

ContactClients

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Individual Clients
1,519
AUM
$212.9M
HNW Individual Clients
45
AUM
$122.9M
Pension/Profit Sharing Plan Clients
1
AUM
$19.6M
Investment Advisor Clients
3
AUM
$263.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACOCTFLHIILMAMIMONCNMNVNYOHOKTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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