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| Tamar Securities LLC
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|---|---|
| CRD # | 153991 |
| SEC # | 801-71532 |
| CIK # | 0001703081 |
| AUM | 1,521.7 M (2026-04-10) |
| Employees | 22 (82% Investors, 36% Brokers) |
| Fees | |
| Minimum | |
| Phone | 818-914-7460 |
| Address | 22466 Ventura Boulevard Woodland Hills, CA 91364 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 52.9 | ||
| International Bancshares Corp | 50.9 | ||
| Amazon Com Inc | 50.2 | ||
| Facebook Inc | 42.0 | ||
| Microsoft Corp | 40.9 | ||
| Apple Inc | 34.8 | ||
| MercadoLibre Inc | 34.6 | ||
| ASML Holding NV | 32.1 | ||
| Freeport McMoran Copper & Gold Inc | 29.8 | ||
| Amgen Inc | 29.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,999 | 940.7 |
| (b) Individuals (high net worth individuals) | 199 | 480.7 |
| (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 | 8 | 10.6 |
| (h) Charitable organizations | 1 | 2.6 |
| (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 | 12 | 87.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,772 | 1,521.7 |
| By Discretionary | ||
| Discretionary | 6,772 | 1,521.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,772 | 1,521.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.0 | |
| United States Persons | 1,501.7 | |
| Total | 6,772 | 1,521.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001703081] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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Legacy Capital Wealth Partners LLC
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AR | 1,515.9 M |
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Legacy Financial Advisors Inc
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KY | 1,515.6 M |
|
Edgemoor Investment Advisors Inc
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MD | 1,515.2 M |
|
RBC Securities Inc
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CA | 1,515.1 M |