Tactical Investment Managers, LLC is a related adviser based in Leawood. It manages $35.71 million of regulatory assets for 159 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Kansas, Louisiana, Missouri, and Texas.
Tactical Investment Managers provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tactical Investment Managers, LLC is $35.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Tactical Investment Managers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gary Paul Henson has served as the Chief Investment Officer since 1 Jan 2010. Cheryl Renee Vohland joined the executive team most recently as the Chief Compliance Officer.
The principal office where Tactical Investment Managers, LLC performs its advisory services is located at 11300 Tomahawk Creek Parkway, Leawood, KS 66211 The mailing address of the firm is 4200 West 115 Th Street, Leawood, KS 66211. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-647-9700 or by fax 913-647-9725. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.montageassetco.com.