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Shuka Rassouli

Tactivest, LLC

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About Shuka Rassouli

Shuka Rassouli is a registered investment advisor representative with Tactivest, LLC, a firm that provides investment advisory services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Shuka Rassouli is also an attorney employed by Wayne R. Johnson & Associates, PLC. Shuka Rassouli's areas of specialization include financial planning and portfolio management.

Firm Information

Shuka Rassouli is currently registered with Tactivest, LLC. Tactivest, LLC is an investment advisor headquartered in . The firm primarily serves individuals, corporations, and charitable organizations. Tactivest, LLC manages approximately $128,515,751 in regulatory assets under management across 576 accounts. The firm offers financial planning and portfolio management services.

$128.52M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Specialty consulting fees

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Shuka Rassouli’s Registration & Firm History

CA

04/20/2022 - Present

Tactivest, LLC (SAN FRANCISCO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shuka Rassouli.
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