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Tam Financial Advisors, LLC

● SEC registered since 2019CRD 125496SEC# 801-117558
Export (members)
Reg. AUM
$178.9M
Employees
3
Accounts
348
Location
—

Tam Financial Advisors, LLC assets under management

Tam Financial Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2019. It reports $178.9 million in regulatory assets under management and employs 3 people.
twitter.com/@tamfinancialView on SEC.gov ↗

Tam Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Loren Marvin ControlPresident And CcoOver 75%2003

Frequently asked questions

How much does Tam Financial Advisors, LLC manage?

Tam Financial Advisors, LLC reports $178.9 million in regulatory assets under management on its Form ADV.

How many employees does Tam Financial Advisors, LLC have?

Tam Financial Advisors, LLC reports 3 employees.

Does Tam Financial Advisors, LLC disclose fund performance?

Tam Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone4103494484
Fax4102042899
Office hours8:30 a.m. To 5:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$169.1M
Non-discretionary$9.7M
Total (RAUM)$178.9M