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TAMAR SECURITIES, LLC
CRD 153991 · SEC 801-71532
22466 VENTURA BOULEVARD, WOODLAND HILLS, CA, 91364, United States
Phone
818-914-7460
Fax
818-914-7480
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.52B
Discretionary AUM
$1.52B
Team
22 total employees; 18 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3999 | $940.7M |
| High net worth individuals | 199 | $480.7M |
| Pension/profit sharing plans | 8 | $10.6M |
| Charitable organizations | 1 | $2.6M |
| Corporations/business entities | 12 | $87.0M |
States served
AZ, CA, CO, GA, ID, LA, MA, MT, NV, NJ, NY, NC, OR, TN, UT, VA, WA, TX, NH, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/TAMARSECURITIES
- HTTP://WWW.TAMARSECURITIES.COM/
- https://www.linkedin.com/company/tamar-securities-llc
- https://www.facebook.com/pages/category/Consulting-Agency/911-Financial-Services-253034872135645/
- https://www.youtube.com/channel/UCoKPHWkAFkCLKtMc1fuXBug
- https://www.facebook.com/FireFightersUnitedFinancialServices/?ref=py_c
- https://www.youtube.com/channel/UCOruMMc7bdtdGj4KctZpGgg
- https://www.facebook.com/people/911-Financial-Services/100055363546649/
- https://www.youtube.com/@911financialservices
Official SEC filing: View on IAPD