Tamarac Investment Partners, Inc.

Tamarac Investment Partners, Inc. (CRD# 135083) is a financial advisory firm headquartered in , . They manage $2,500,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $1,250,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Tamarac Investment Partners, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert A. Baird
CRD#: 4947747
32 Belcourt Drive, Newport Beach, CA 92660
93
Wealthminder
score

Robert Baird (CRD# 4947747) is an Investment Advisor Representative working at Tamarac Investment Partners, Inc. in Newport Beach, CA and has over 15 years of experience in the finance industry.

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