WOODLAND HILLS, CACRD 153991Latest ADV April 10, 2026
Tamar Securities, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woodland Hills, CA. Its latest Form ADV filing, dated April 10, 2026, reports $1.5B in regulatory assets under management, 22 employees, and 6,772 accounts.
Assets Under Management
$1.5B
Employees
22
Offices
--
Total Clients
4,219
Primary office
WOODLAND HILLS, CA
22466 VENTURA BOULEVARD, WOODLAND HILLS, CA, United States
Top client segmentIndividuals represent 94.8% of total clients.
Top client categories% of clientsClients
1
Individuals
94.8%
3,999
2
HNWI
4.7%
199
3
Corporations
0.3%
12
4
Pension Plans
0.2%
8
Additional categories (<0.1%)
Charitable<5 clients
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of April 10, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts6,772
10Y AUM Change+$1.3B (+561.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee192:1
10Y Employee Change+16 (+266.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.