Tam Financial Advisors, LLC
Tam Financial Advisors, LLC is an SEC-registered ria with $171.3M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Tam Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125496, SEC 801-117558, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $171.3M (2026-02-19)
- Firm type
- Ria
- Employees
- 1
- Clients
- 92
- CRD
- 125496
- Ownership
- MARVIN, MICHAEL, LOREN
How much AUM does Tam Financial Advisors, LLC have?
Tam Financial Advisors, LLC reported $171.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Tam Financial Advisors, LLC?
Disclosed owners and executives of Tam Financial Advisors, LLC include MARVIN, MICHAEL, LOREN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.