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, individually owned registered investment adviser organized as an LLC and first registered with the SEC in 2010. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning and discretionary portfolio management across retail and institutional mandates. Advisory services listed in filings include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and financial planning. Fee arrangements combine a percentage-of-AUM model with the option of hourly billing. The firm is not flagged as an active ESG investor and is affiliated with an insurance company.
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 17
Dominick 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 40Active vs passive
$436M in ETFs
100%
$435M
0%
$436K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV) | State Street | Passive | Health | $24.6M | 155,324 | 5.66% |
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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