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| Happy Holidays!! thanks for using AUM13F!! |
| Tamarisk Financial LLC
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| CRD # | 312073 |
| SEC # | 801-120208 |
| CIK # | 0001909879 |
| AUM | $614.4 M (2025-05-19) |
| Employees | 15 (73% Investors, 20% Brokers) |
| Phone | 616-820-1040 |
| Address | 301 Hoover Blvd Holland, MI 49423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001909879 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Gentex Corp | 39.5 | ||
| Microsoft Corp | 12.5 | ||
| Apple Inc | 9.5 | ||
| Nvidia Corp | 8.8 | ||
| J P Morgan Chase & Co | 6.7 | ||
| Broadcom Inc | 6.2 | ||
| Huntington Bancshares Inc/MD | 5.9 | ||
| Verizon Communications Inc | 4.6 | ||
| Eaton Corp Ltd | 4.4 | ||
| Wal Mart Stores Inc | 4.3 | ||
| AbbVie Inc | 4.3 | ||
| Amazon Com Inc | 4.1 | ||
| Salesforce Com Inc | 3.7 | ||
| Stryker Corp | 3.5 | ||
| Tyco International Ltd /Ber/ | 3.5 | ||
| Motorola Inc | 3.3 | ||
| Marathon Petroleum Corp | 3.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,055 | 234.2 |
| (b) Individuals (high net worth individuals) | 132 | 379.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.8 |
| (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 | 614.4 |
| By Discretionary | ||
| Discretionary | 2,993 | 614.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,993 | 614.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 614.4 | |
| Total | 2,993 | 614.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909879] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ABS Legacy Partners LLC
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|
NC | 0.6 |
|
Clarity Capital KCPS Ltd
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|
0.6 | |
|
Lifelong Wealth Advisors Inc
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|
MN | 0.6 |
|
WMG Financial Advisors LLC
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|
TN | 0.6 |
|
Lazari Capital Management Inc
✚
|
CA | 0.6 |
|
Northcape Wealth Management LLC
✚
|
NY | 0.6 |
|
Professional Financial Advisors LLC
✚
|
NE | 0.6 |
|
Heirloom Wealth Management LLC
✚
|
CO | 0.6 |
|
Front Street Capital Management Inc
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|
MT | 0.6 |
|
Alpha Capital Management Group LLC
✚
|
CO | 0.6 |