TACTICAL ALLOCATION SERVICES LLC

Legal name: AGILE ALLOCATION SERVICES LLC

CRD #107070 SEC #801-52077 BOULDER, CO 303-440-8910

SEC Registered

Total AUM

$273.4M

Discretionary

$273.4M

Employees

Clients

Accounts

2,182

Firm Details

Organization Type: Limited Liability Company
State of Formation: --
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 30, 2005
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CUTLER, CHRISTOPHER, EDWARD	I	MEMBER	NA	Control
DIEROLF, HAROLD, W	I	MEMBER	NA
DIEROLF, HAROLD, W	I	MEMBER	NA
DIEROLF, HAROLD, W	I	MEMBER	NA
DIEROLF, HAROLD, WILLIAM	I	MEMBER	NA
DIEROLF, HAROLD, WILLIAM	I	MEMBER	NA
DIEROLF, HAROLD, WILLIAM	I	MEMBER	NA
DIEROLF, HAROLD, WILLIAM	I	MEMBER	NA
DRUMMOND, DEREK, EDWARD	I	MEMBER	NA
DRUMMOND, DEREK, EDWARD	I	MEMBER	NA
DRUMMOND, DEREK, EDWARD	I	MEMBER	NA
ERWIN, STEPHEN, TODD	I	GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MEMBER	NA	Control
ERWIN, STEPHEN, TODD	I	GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MEMBER	NA	Control
FONACIER, ERIC, FAUSTO	I	MEMBER	NA	Control
FONACIER, ERIC, FAUSTO	I	MEMBER	NA	Control
GREENBERG, NEAL, RICHARD	I	CEO	NA	Control
MCMILLAN, DAVID, GREGG	I	MEMBER	NA	Control
NICOLAY, MARC, EDWARD	I	MEMBER	NA
NICOLAY, MARC, EDWARD	I	MEMBER	NA
NICOLAY, MARC, EDWARD	I	MEMBER	NA
NICOLAY, MARC, EDWARD	I	MEMBER	NA
NICOLAY, MARC, EDWARD	I	MEMBER	NA
NICOLAY, MARC, EDWARD	I	MEMBER	NA
NICOLAY, MARC, EDWARD	I	MEMBER	NA
POMEROY, BINDU, SKY	I	MEMBER	NA
QUISH, GOVINDA, RIVER	I	MEMBER	NA	Control
RAMER, PAUL, JEREMY	I	MEMBER	NA
RAMER, PAUL, JEREMY	I	MEMBER	NA
RAMER, PAUL, JEREMY	I	MEMBER	NA
RAMER, PAUL, JEREMY	I	MEMBER	NA
RAMER, PAUL, JEREMY	I	MEMBER	NA
ROBERTSON, BETTSEE, GOTWALD	I	MEMBER	NA
ROBERTSON, BETTSEE, GOTWALD	I	MEMBER	NA
ROBERTSON, BETTSEE, GOTWALD	I	MEMBER	NA
ROBERTSON, BETTSEE, GOTWALD	I	MEMBER	NA
ROBERTSON, BETTSEE, GOTWALD	I	MEMBER	NA
ROBERTSON, BETTSEE, GOTWALD	I	MEMBER	NA
ROBERTSON, BETTSEE, GOTWALD	I	MEMBER	NA
VOLLES, CAROL, ANN	I	MEMBER	NA
VOLLES, CAROL, ANN	I	MEMBER	NA
VOLLES, CAROL, ANN	I	MEMBER	NA
VOLLES, CAROL, ANN	I	MEMBER	NA
VOLLES, CAROL, ANN	I	MEMBER	NA
GREENBERG, KAREN, ZORN	I	TRUSTEE	D
GREENBERG, NEAL, RICHARD	I	CEO/MEMBER	D	Control
GREENBERG, NEAL, RICHARD	I	CEO	D	Control
GREENBERG, NEAL, RICHARD	I	CEO	D	Control
GREENBERG, NEAL, RICHARD	I	CEO/MEMBER	D	Control
GREENBERG, NEAL, RICHARD	I	CEO	D	Control
GREENBERG, NEAL, RICHARD	I	CEO	D	Control
KAREN GREENBERG LIVING TRUST	DE	TRUST	D
BRADY, MICHAEL, PATRICK	I	RETIRED PRESIDENT/MEMBER	B
BRADY, MICHAEL, PATRICK	I	PRESIDENT, SECRETARY	B	Control
BRADY, MICHAEL, PATRICK	I	PRESIDENT, SECRETARY	B	Control
BRADY, MICHAEL, PATRICK	I	PRESIDENT, SECRETARY	B	Control
BRADY, MICHAEL, PATRICK	I	RETIRED PRESIDENT/MEMBER	B
BRADY, MICHAEL, PATRICK	I	PRESIDENT, SECRETARY	B	Control
BRADY, MICHAEL, PATRICK	I	PRESIDENT, SECRETARY	B	Control
BARNETT, TIMOTHY, GEORGE THOROLD	I	VICE PRESIDENT/MEMBER	A	Control
BARNETT, TIMOTHY, GEORGE THOROLD	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	A	Control
BARNETT, TIMOTHY, GEORGE THOROLD	I	VICE PRESIDENT	A	Control
BARNETT, TIMOTHY, GEORGE THOROLD	I	MEMBER	A	Control
BARNETT, TIMOTHY, GEORGE THOROLD	I	VICE PRESIDENT/MEMBER	A	Control
BARNETT, TIMOTHY, GEORGE THOROLD	I	VICE PRESIDENT	A	Control
BARNETT, TIMOTHY, GEORGE THOROLD	I	VICE PRESIDENT	A	Control
MURPHY, CASSIDY, ANN	I	MEMBER	A
MURPHY, CASSIDY, ANN	I	MEMBER	A
MURPHY, CASSIDY, ANN	I	MEMBER	A
MURPHY, CASSIDY, ANN	I	MEMBER	A
MURPHY, CASSIDY, ANN	I	NON-EMPLOYEE MEMBER	A
MURPHY, CASSIDY, ANN	I	MEMBER	A
MURPHY, CASSIDY, ANN	I	MEMBER	A

Registrations

Federal

Sep 30, 2005 REGISTERED

Notice Filings (7)

AZ CA CO FL NE TX VT

Address

4909 PEARL EAST CIRCLE
STE. 300
BOULDER, CO 80301
USA

Phone: 303-440-8910