MHL Tamp

Overview

MHL Tamp is organized as a corporation and appears to operate as a hybrid broker-dealer and insurance broker that also provides portfolio management services. The firm bills clients via a combination of percentage-of-AUM fees and fixed fees. Its advisory activity focuses on portfolio management for individuals and small businesses as well as for business or institutional clients. Ownership is listed as individual and the firm is classified as unclassified in the source data. It does not present itself as a capital allocator, is not an active ESG investor, and is not identified as a multistate or newly formed adviser. The firm maintains an affiliation described as “Other Investment Adviser,” which, together with its broker-dealer and insurance-broker roles, suggests a model that blends transactional distribution and fee-based advisory work. The profile implies a mixed business that can offer insurance products and annuities alongside discretionary portfolio management.

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Location & Offices