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| Tamarisk Financial LLC
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|---|---|
| CRD # | 312073 |
| SEC # | 801-120208 |
| CIK # | 0001909879 |
| AUM | 781.3 M (2026-04-23) |
| Employees | 23 (70% Investors, 13% Brokers) |
| Phone | 616-820-1040 |
| Address | 301 Hoover Blvd Holland, MI 49423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Gentex Corp | 39.2 | ||
| Apple Inc | 11.6 | ||
| Nvidia Corp | 10.6 | ||
| Microsoft Corp | 10.5 | ||
| Broadcom Inc | 5.8 | ||
| J P Morgan Chase & Co | 5.5 | ||
| Merck & Co Inc | 5.3 | ||
| Amazon Com Inc | 5.3 | ||
| Huntington Bancshares Inc/MD | 5.0 | ||
| Qualcomm Inc/DE | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,218 | 278.4 |
| (b) Individuals (high net worth individuals) | 160 | 499.5 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 3.5 |
| (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 | 2,993 | 781.3 |
| By Discretionary | ||
| Discretionary | 2,993 | 781.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,993 | 781.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 781.3 | |
| Total | 2,993 | 781.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909879] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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