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RIA · CRD 335276State-Registered Investment Adviser

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Tactical Financial Planning Inc

TACTICAL FINANCIAL PLANNING INC is a state-registered investment adviser in MALABAR, FL. The firm manages approximately $158,263 in regulatory assets.

Overview

TACTICAL FINANCIAL PLANNING INC is a state-registered investment adviser in MALABAR, FL. The firm manages approximately $158,263 in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Which sectors does Tactical Financial Planning Inc explicitly avoid?

No disclosed sectors are publicly avoided by the firm. Without any public investment profile, negative or positive sector preferences are unknown.

Does Tactical Financial Planning Inc participate in fund commitments or only direct deals?

The firm's investment approach — whether through fund commitments, direct deals, or other vehicles — is not publicly documented. No records of specific investments or fund participations exist in primary sources.

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