Overview
Assets Under Management: $166 million
High-Net-Worth Clients: 37
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.80
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 351
Discretionary Accounts: 347
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 125496
Last Filing Date: 2024-03-18 00:00:00
Website: https://tamfinancial.net