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, SEC-registered advisory firm organized as an LLC and operating since 2010. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and pension consulting services. Compensation is primarily a percentage of assets under management supplemented by hourly charges. Tamar does not identify as an active ESG investor and is not a multi-state adviser.
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 2Amit Stavinsky
CEOCRD 2255541
Roberta Taylor
Chief Operating OfficerCRD 8060324
Contacts
3 of 17
David Sirin
Financial AdvisorCRD 5851038
Richard Mason
Senior Financial AdvisorCRD 4494033
Joseph Estes
Senior Financial AdvisorCRD 7069458
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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