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Building 2TACTIVEST, LLC

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Phone(415) 752-7311
NotebookSEC #801-126580
Total AUM
$144M
Employees
2
Clients
212

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
OFFICE VISITS BY APPOINTMENT ONLY
Phone
(415) 752-7311
Other Offices
4

ReceiptFinancials

Total AUM
$144M
Accounts
630
Discretionary
$144M
Accounts
630
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
159
AUM
$41.9M
HNW Individual Clients
41
AUM
$72.3M
Pension/Profit Sharing Plan Clients
4
AUM
$8.1M
Charitable Organization Clients
2
AUM
$4.6M
Corporation or Business Clients
6
AUM
$17M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SPECIALTY CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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