Investment adviser · CRD 143806
TAM PORTFOLIOS, LLC
Investment adviser filing (IA)
LONGWOOD, FL, United States · Form ADV filed May 9, 2016
- Regulatory AUM
- $6.18M Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 9, 2016. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1997 LONGWOOD-LAKE MARY ROAD, SUTIE 1013LONGWOOD, FL, 32750, United States
CRD 143806
Filing source
Form ADV 1017313 · May 9, 2016 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.