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Building 2TAMAR SECURITIES, LLC

Map pinWOODLAND HILLS, CA
Phone818-914-7460
NotebookSEC #801-71532
Total AUM
$1.5B
Employees
22
Clients
4,219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22466 VENTURA BOULEVARD
WOODLAND HILLS
CA 91364
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
818-914-7460

ReceiptFinancials

Total AUM
$1.5B
Accounts
6,772
Discretionary
$1.5B
Accounts
6,772
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,999
AUM
$940.7M
HNW Individual Clients
199
AUM
$480.7M
Pension/Profit Sharing Plan Clients
8
AUM
$10.6M
Charitable Organization Clients
1
AUM
$2.6M
Corporation or Business Clients
12
AUM
$87M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIDLAMAMTNCNHNJNVNYORTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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