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WEST MICHIGAN ADVISORS

TAMARISK FINANCIAL, LLC

CRD 312073 · SEC 801-120208

Visit website

301 HOOVER BLVD., SUITE 300, HOLLAND, MI, 49423, United States

Phone

(616) 820-1040

Fax

6162059250

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$781.3M

Discretionary AUM

$781.3M

Team

23 total employees; 16 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals1218$278.4M
High net worth individuals160$499.5M

States served

AZ, CA, CO, IL, IN, KY, LA, MI, OH, TN, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD