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TAMAR SECURITIES, LLC

22466 Ventura Boulevard
Woodland Hills, California 91364
Tel: 818-914-7460

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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 $1,089,228,509 assets under management, offering retirement planning & investment advisory services to 5816 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153991
SEC#801-71532
Assets Managed by Firm$1,089,228,509
No. of Clients5816
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (ALTERNATIVE INVESTMENTS & PROFESSIONAL ALLIANCE NETWORK)

Firm Client Information

No. of ClientsAUM
Firm Total5816$1,089,228,509
Individuals (other than high net worth individuals)3430$608,187,282
High net worth individuals210$415,440,988
Pension and profit sharing plans18$16,468,425
Corporations or other businesses19$49,131,814

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