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 formed in 2010 and organized as an LLC with individual ownership. The firm serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Compensation is primarily a percentage of assets under management, with the option of hourly billing for some services. Tamar does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm lists an insurance company among its industry affiliations, suggesting cross-selling or referral relationships with insurance providers. Tamar is not positioned as a capital allocator; instead it relies on third-party managers and public markets alongside in-house advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
2 of 2ROBERTA TAYLOR
Chief Operating OfficerCRD 8060324
AMIT STAVINSKY
CEOCRD 2255541
Contacts
3 of 17DOMINICK SAVO
Senior Financial AdvisorCRD 2973281
Daniel Itzhaki
Relationship AssociateCRD 7247396
ERIC LECOURS
Senior Financial AdvisorCRD 6553698
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$359M in ETFs
100%
$358M
0%
$359K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST DOW JONES INTERNET INDEX FUND (FDN) | First Trust | Passive | Technology | $17.4M | 74,373 | 4.85% |
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
Similar firms
DASH INVESTMENTS
RIAWOODLAND HILLS, CA
STEELPEAK WEALTH, LLC
RIAWOODLAND HILLS, CA
CHELSEA MANAGEMENT COMPANY
RIAWOODLAND HILLS, CA
ODER INVESTMENT MANAGEMENT, LLC
RIAWOODLAND HILLS, CA
PARAGON FINANCIAL PARTNERS
RIAWOODLAND HILLS, CA
HESEN & HASLAM
RIAWOODLAND HILLS, CA