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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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001909879 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Cisco Systems Inc | 4.7 | ||
| Alphabet Inc | 4.7 | ||
| Newmont Mining Corp /DE/ | 4.6 | ||
| Wal Mart Stores Inc | 4.6 | ||
| EOG Resources Inc | 4.4 | ||
| American Express Co | 4.3 | ||
| Comcast Corp | 4.2 | ||
| Gilead Sciences Inc | 4.2 | ||
| Bristol Myers Squibb Co | 4.0 | ||
| Altria Group Inc | 3.9 | ||
| Illinois Tool Works Inc | 3.9 | ||
| Eaton Corp Ltd | 3.9 | ||
| Hasbro Inc | 3.9 | ||
| Allegion PLC | 3.8 | ||
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| 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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|---|---|---|
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