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| Happy Holidays!! thanks for using AUM13F!! |
| TAM Financial Advisors LLC
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| CRD # | 125496 |
| SEC # | 801-117558 |
| CIK # | |
| AUM | $178.9 M (2025-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 410-349-4484 |
| Address | |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 24.6 |
| (b) Individuals (high net worth individuals) | 37 | 144.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.5 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 348 | 178.9 |
| By Discretionary | ||
| Discretionary | 344 | 169.1 |
| Non-Discretionary | 4 | 9.7 |
| Total | 348 | 178.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 177.9 | |
| Total | 348 | 178.9 |
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|---|---|---|
|
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✚
|
TX | 0.2 |
|
Retirement Plan Fiduciaries LLC
✚
|
0.2 | |
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|
Parkworth Wealth Management Inc
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|
CA | 0.2 |
|
D'Arcy Capital Management LLC
✚
|
CA | 0.2 |
|
Polaris Investment Advisors LLC
✚
|
MA | 0.2 |
|
Personal Choice Financial Advisors LLC
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|
OH | 0.2 |
|
JE Simmons & Co PC
✚
|
TX | 0.2 |