Tamma Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 156118
- Website
- tammacapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI54.65%
- Individuals42.78%
- Charitable Organizations2.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tamma Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. Its billing mixes a traditional percentage-of-AUM model with hourly and fixed fees and also accepts commissions for certain services. The adviser reports it does not position itself as an active ESG investor and does not operate as a multi-state or pension consultant 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 Equities66%
- US Government Bonds26%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities2%
Contacts
1 of 1
Paul Fenner
President and FounderCRD 5875945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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