TACTICAL ALLOCATION GROUP, LLC
CRD #132451 SEC #801-64810 BIRMINGHAM, MI 248-283-2520
SEC Registered
Total AUM
$20.4M
Discretionary
$20.4M
Employees
1
Clients
11
Accounts
66
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2017
- 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 |
|---|---|---|---|---|
| FORET, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER | NA | Control |
| FORET, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER | NA | Control |
| FORET, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER | NA | Control |
| FORET, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER | NA | Control |
| FORET, DAVID, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| FORET, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER | NA | Control |
| FORET, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER | NA | Control |
| FORET, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER | NA | Control |
| FORET, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER | NA | Control |
| FORET, DAVID, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| FORET, DAVID, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| FORET, DAVID, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| FORET, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER | NA | Control |
| HOLBROOK, WAYNE, GARNER | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZ, GENE, JOSEPH | I | CHIEF DEVELOPMENT OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| KATZ, GENE, JOSEPH | I | CHIEF DEVELOPMENT OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | E | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | E | Control |
| PETERS, JAMES, F | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | E | Control |
| PETERS, JAMES, F | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | E | Control |
| PETERS, JAMES, F | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERS, JAMES, F | I | CEO | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CEO | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CEO AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CEO AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CEO, CFO, CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CEO, CFO, CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PETERS, JAMES, F | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SIMON, PAUL, JOSEPH | I | CIO | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CIO | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CIO | C | Control |
| SIMON, PAUL, JOSEPH | I | CIO | C | Control |
| SIMON, PAUL, JOSEPH | I | CIO | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CIO | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | B | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | B | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | B | Control |
| SIMON, PAUL, JOSEPH | I | CHIEF INVESTMENT OFFICER | B | Control |
| SITEK, CHRISTOPHER, JOHN | I | COO/CCO | B | Control |
| SITEK, CHRISTOPHER, JOHN | I | COO/CCO | B | Control |
| FORET, DAVID, SCOTT | I | CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER, MEMBER | A | Control |
| KATZ, GENE, JOSEPH | I | CHIEF DEVELOPMENT OFFICER AND CHIEF FINANCIAL OFFICER | A | Control |
| KATZ, GENE, JOSEPH | I | CHIEF DEVELOPMENT OFFICER AND CHIEF FINANCIAL OFFICER | A | Control |
Registrations
Federal
IA
Mar 31, 2017 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
255 EAST BROWN STREETSUITE 101
BIRMINGHAM, MI 48009
United States
Phone: 248-283-2520