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Home > Retirement Planners > california > woodland hills > TAMAR SECURITIES, LLC
TAMAR SECURITIES, LLC
22466 Ventura Boulevard
Woodland Hills, California 91364
Tel: 818-914-7460
About TAMAR SECURITIES, LLC
TAMAR SECURITIES, LLC, formally registered with the SEC as TAMAR SECURITIES, LLC. The firm was established in 06/11/2010. They have over 1 offices throughout the country.
TAMAR SECURITIES, LLC is a Woodland Hills, California based Financial Planning firm with nearly $874,321,495 assets under management, offering retirement planning & investment advisory services to 5036 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 153991 |
| SEC# | 801-71532 |
| Assets Managed by Firm | $874,321,495 |
| No. of Clients | 5036 |
| No. of Advisors | 17 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Performance Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5036 | $874,321,495 |
| Individuals (other than high net worth individuals) | 3466 | $435,745,138 |
| High net worth individuals | 144 | $354,975,128 |
| Pension and profit sharing plans | 21 | $13,636,981 |
| Corporations or other businesses | 23 | $69,964,248 |
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