Hull Tactical
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Overview
Hull Tactical operates as a financial advisor firm based in Chicago, Illinois. The company administers $44.5 million in total assets throughout two client accounts. The firm has a small group, including 15 financial advisors. Hull Tactical does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as options, equities and bonds.
Hull Tactical administers all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell judgments are made by an investment advisor without needing the customer's approval. The company manages roughly $22.2 million in assets for each client account. The typical advisor at Hull Tactical administers fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The firm's headquarters is at 141 W. Jackson Boulevard, Chicago, Illinois 60604. The firm is legally allowed to serve customers in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hull Tactical by the Numbers
$44.5 million
15
2
$22.2 million
Fee Structure
Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by the firm can be comprised of any combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with high net worth investors and investment companies. Out of its two accounts, Hull Tactical's largest client group by number of accounts is investment companies, but it also caters to one high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 50%
- Other Individuals - 0%
- Corporations - 50%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Hull Tactical does not have any disclosures.
Please visit its Form ADV for more details.
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