|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Tamar Securities LLC
✚
|
|
|---|---|
| CRD # | 153991 |
| SEC # | 801-71532 |
| CIK # | 0001703081 |
| AUM | $1.3 B (2025-05-13) |
| Employees | 18 (72% Investors, 44% Brokers) |
| Phone | 818-914-7460 |
| Address | 22466 Ventura Boulevard Woodland Hills, CA 91364 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| International Bancshares Corp | 48.1 | ||
| Microsoft Corp | 45.2 | ||
| Amazon Com Inc | 44.2 | ||
| Alphabet Inc | 42.3 | ||
| Facebook Inc | 37.9 | ||
| MercadoLibre Inc | 33.5 | ||
| Apple Inc | 29.6 | ||
| ASML Holding NV | 27.9 | ||
| Wellpoint Inc | 25.2 | ||
| Synopsys Inc | 24.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,550 | 776.1 |
| (b) Individuals (high net worth individuals) | 160 | 422.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 15.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 88.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,262 | 1,302.4 |
| By Discretionary | ||
| Discretionary | 6,123 | 1,281.8 |
| Non-Discretionary | 139 | 20.6 |
| Total | 6,262 | 1,302.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.4 | |
| United States Persons | 1,282.0 | |
| Total | 6,262 | 1,302.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001703081] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Evolution Wealth Advisors LLC
✚
|
FL | 1.3 |
|
Cutler Investment Counsel LLC
✚
|
OR | 1.3 |
|
Sovran Advisors LLC
✚
|
CA | 1.3 |
|
Royal Fund Management LLC
✚
|
FL | 1.3 |
|
Roosevelt Capital Management LLC
✚
|
TX | 1.3 |
|
Oak Ridge Investments LLC
✚
|
IL | 1.3 |
|
Wellington Consulting Services Inc
✚
|
VA | 1.3 |
|
Tyche Wealth Partners LLC
✚
|
TX | 1.3 |
|
Parkside Investments LLC
✚
|
IL | 1.3 |
|
American Investment Services Inc
✚
|
MA | 1.3 |