Tam Financial Advisors, LLC
Tam Financial Advisors, LLC (CRD# 125496) is a financial advisory firm headquartered in , . They manage $165,505,989 in 351 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Tam Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management166MILLION
-
Total Number of Accounts351ACCOUNTS
-
Average Account Value$471,527
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Tam Financial Advisors, LLC
1
Michael Marvin (CRD# 4667334) is an Investment Advisor Representative working at Tam Financial Advisors, LLC in Annapolis, MD and has over 21 years of experience in the finance industry.
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