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TACTICAL FINANCIAL PLANNING INC

CRD 335276

Visit website

2045 COREY ROAD, MALABAR, FL, 32950, United States

Phone

3214786057

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$158K

Discretionary AUM

$158K

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Fixed fees

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

All web addresses on file

Official SEC filing: View on IAPD