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TAM FINANCIAL ADVISORS, LLC
CRD 125496 · SEC 801-117558
MD, United States
Phone
4103494484
Fax
4102042899
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.3M
Discretionary AUM
$161.6M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $24.6M |
| High net worth individuals | 37 | $146.7M |
| Pension/profit sharing plans | 2 | $25K |
| Charitable organizations | 1 | $5K |
States served
MD
All web addresses on file
Official SEC filing: View on IAPD