TAMMA Capital LLC is a Registered Investment Advisor offering a range of personalized investment management services to individuals while providing accounting, finance, and business support to small & medium sized businesses. TAMMA is dedicated to being a responsible steward of our clients’ assets, and helping clients to achieve their investment and life style goals. At TAMMA, we Personalize Investing for Your Future.
Paul Fenner, CFP®, ChFC, President, and Founder, has almost 20 years of wealth planning, asset management, accounting, corporate finance, operational, and strategic business experience. Paul holds the following degrees and certifications;
- BA, Adrian College
- MBA, The University of Findlay
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC)
- Registered Investment Advisor, State of MI
- CPA Candidate
- CFA Level II Candidate
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| A123 Systems | Livonia, MI | Jul 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- MI
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts330ACCOUNTS
-
Average Account Value$177,911
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
MI
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