Shuka
Rassouli

Tactivest, LLC

CRD#7533781
Investment Advisor
in San Francisco, CA

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About this Advisor

Shuka Rassouli is a financial advisor based in San Francisco, California, working with Tactivest, LLC. Shuka has previously held positions at Wayne R. Johnson & Associates, Plc and Tactivest, LLC. Shuka is registered to provide services in California. Currently, Shuka is part of Tactivest, LLC, which operates out of San Francisco, California. The firm has 2 offices and 3 employees. The firm manages assets totaling $122.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Tactivest, LLC includes asset-based, hourly, fixed, and other fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1 Sansome St 35Th Floor
San Francisco, CA 94104

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Tactivest, LLC Brokerage Details

Total Assets Under Management

$122,292,577

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

565

CA Average: 3,727
Average Account Size

$216,447

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Shuka Rassouli Work History

2022 - Present (2 years)

Tactivest, LLC

2014 - Present (10 years)

Wayne R. Johnson & Associates, Plc

Disclosures

Please visit the SEC profile of Shuka Rassouli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tactivest, LLC

Shuka Rassouli
San Francisco, CA
Sevada Haghverdian
Beverly Hills, CA
Brieann Peixoto
San Francisco, CA
Elizabeth Foster
Ross, CA
Wayne Johnson
San Francisco, CA
Andrew Stout
San Francisco, CA
Everest Wong
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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