Tamar Securities, LLC
Woodland Hills, CA·SEC-registered · CRD #153991
Tamar Securities, LLC is an SEC-registered investment advisory firm in Woodland Hills, CA managing $1.5B across 6.8k client accounts, with 18 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
6.8k
Advisory staff
18
Fee model
Fee-only
How Tamar Securities, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Tamar Securities, LLC
How much does Tamar Securities, LLC manage?
Per its most recent SEC Form ADV filing (04/10/2026), Tamar Securities, LLC reports $1.5B in regulatory assets under management across roughly 6.8k client accounts.
How does Tamar Securities, LLC charge?
Tamar Securities, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Tamar Securities, LLC a fiduciary?
Yes. Tamar Securities, LLC is registered with the U.S. Securities and Exchange Commission (CRD #153991), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Tamar Securities, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Tamar Securities, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Woodland Hills, CA
Profile compiled from Tamar Securities, LLC's public SEC Form ADV filing (CRD #153991, filed 04/10/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Tamar Securities, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Tamar Securities, LLC? Claim this profile.