22466 Ventura Boulevard
Woodland Hills, California 91364
Tel: 818-914-7460
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 153991 |
SEC# | 801-71532 |
Assets Managed by Firm | $1,089,228,509 |
No. of Clients | 5816 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5816 | $1,089,228,509 |
Individuals (other than high net worth individuals) | 3430 | $608,187,282 |
High net worth individuals | 210 | $415,440,988 |
Pension and profit sharing plans | 18 | $16,468,425 |
Corporations or other businesses | 19 | $49,131,814 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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