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Tactica LLC

EST. AUM
$123,548,302

CONTACTS
1

CLIENT ACCOUNTS
13

Firm Details

Metro area San Juan
CRD Number 335272
Website n
Client types

Overview

Tactica LLC is a U.S.-registered investment adviser offering advisory accounts and services to retail clients, and it operates as a fiduciary — meaning it must act in clients’ best interests when providing advice. The firm’s relationship summary indicates that it provides investment advisory services, including portfolio management and financial planning designed to help clients meet their goals. TACTICA typically reviews client portfolios, investment strategy and investments as part of its services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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