Dikran Kadagian
Dikran Kadagian is a registered investment advisor at Tactical Investments, based in Longboat Key, FL, with 17 years of industry experience. Dikran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are 1% of assets under management plus 20% of net profits. Fees may be negotiable for accounts over $5,000,000.
Fee Estimator
Location
700 Gulf Bay Road, Longboat Key, FL, 34228
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1990Other Business Activities
Dikran is the president of Project Shift, a documentary film and book production company formed in 1999. He spends approximately 4 weeks per year on production, directing, editing, and writing.
Employment History
Current Registrations
Tactical Investments
Previous Registrations
H2 Investments LLC
H2 Investments LLC
Four Seasons Asset Management INC
First Montauk Securities CORP.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.