Investment adviser · CRD 153991
TAMAR SECURITIES, LLC
Investment adviser filing (IA)
WOODLAND HILLS, CA, United States · Form ADV filed Apr 10, 2026
- Regulatory AUM
- $1.52B Form ADV · Item 5.F
- Client accounts
- 6,772 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3,999 | $940,745,841 | 61.8% |
| High-net-worth individuals | 199 | $480,684,681 | 31.6% |
| Corporations & businesses | 12 | $87,023,110 | 5.7% |
| Retirement plans | 8 | $10,644,932 | 0.7% |
| Charities | Fewer than 5 | $2,580,374 | 0.2% |
Filing source
Form ADV 2093546 · Apr 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Apr 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
22466 VENTURA BOULEVARDWOODLAND HILLS, CA, 91364, United States
CRD 153991
Filing source
Form ADV 2093546 · Apr 10, 2026 · 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.