Tactical Allocation Group, LLC
Birmingham, MI
We have found contact information containing phone numbers and email addresses for Tactical Allocation Group. Tactical Allocation Group operates in the Financial Services and Investment Advisory Service industry and is located at 139 S Old Woodward Ave, Birmingham, MI 48009. The company uses products and components, such as Asset Allocation, Asset Management, Consultations, Diversification, and Index Funds. The company operates in the following fields: ETF Portfolios. Gene Katz currently works in Tactical Allocation Group.
Company Details
Last Update
Jul 13, 2022
Location
139 S Old Woodward Ave, Birmingham, MI 48009
Phone
(***) ***-2520
(***) ***-2524
Industry
Financial Services
Investment Advisory Service
Category
Investment Management
Real Estate Investment Trusts
Specialties
ETF Portfolios
Founded
2004
Number of Employee
11-50 employees
Products
Asset Allocation
Asset Management
Consultations
Diversification
NAICS
541 - Professional, Scientific, and Technical Services
Areas served
Nationwide
Site
Decision Makers
James F. Peters
Chief Executive Officer
Carlo Panaccione
Partner
Employees
Andrew Haller
President
Will Westfield
Managing Partner
Ben Zimmer
Analyst And Portfolio Managament Administrator
Andrea Ordon
Marketing Manager
Michelle Rafferty
Controller
Jody Medford
Director Of Finance
D. Scott Foret
Chief Operating Officer
Steven Simerka
Advertising Director
Erik S. Davis
Partner
Paul Simon
Chief Investment Officer, Senior Corporate Officer
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