Tamar Securities, LLC
Firm details
- Headquarters
- Woodland Hills, California
- CRD number
- 153991
- Registered since
- June 11, 2010
- Website
- www.tamarsecurities.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals61.82%
- HNWI31.59%
- Corporations / Businesses5.72%
- Pension & Profit Sharing Plans0.7%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Tamar Securities, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is registered with the SEC (initial registration 2010) and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Compensation is primarily a percentage of assets under management, with hourly billing used for some work. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds20%
- State & Local Bonds8%
- US Government Bonds6%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$494M in ETFs
100%
$494M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV) | State Street | Passive | Health | $29.4M | 174,394 | 5.94% |
Location
Woodland Hills, CA
Los Angeles
Location
Woodland Hills, CA
Headquartered in Woodland Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 22466 Ventura Blvd
- Time zone
- PT (UTC-8)
- Office locations
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