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Tamarisk Financial, LLC

● SEC registered since 2021CRD 312073SEC# 801-120208Holland, MI
Export (members)
Reg. AUM
$614.4M
Employees
15
Accounts
2,993
Location
Holland, MI

Tamarisk Financial, LLC assets under management

Tamarisk Financial, LLC is an investment advisory firm registered with the SEC based in Holland, MI. The firm has been registered since 2021. It reports $614.4 million in regulatory assets under management and employs 15 people.
www.facebook.com/westmichiganadvisorsView on SEC.gov ↗

Tamarisk Financial, LLC owners & executives

9 reported
NameTitleOwnershipSince
Aaron Michael Clark ControlMember/Ceo/Managing Partner25-50%2024
Kevin Howard Clark ControlSenior Partner5-10%2025
Lonny Scott ElfenbeinChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Tamarisk Financial, LLC manage?

Tamarisk Financial, LLC reports $614.4 million in regulatory assets under management on its Form ADV.

How many employees does Tamarisk Financial, LLC have?

Tamarisk Financial, LLC reports 15 employees.

Where is Tamarisk Financial, LLC located?

Tamarisk Financial, LLC is based in Holland, MI and has been SEC-registered since 2021.

Does Tamarisk Financial, LLC disclose fund performance?

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

Contact & registration

Address301 Hoover Blvd., Suite 300, Holland, MI 49423
Phone(616) 820-1040
Fax6162059250
Office hoursM - Th 8:30a.m. - 4:30p.m. F 8:00a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1909879
Discloses disciplinary historyNo

Assets under management

Discretionary$614.4M
Non-discretionary$0
Total (RAUM)$614.4M