Tamma Capital LLC

Tamma Capital LLC (CRD# 156118) is a financial advisory firm headquartered in , . They manage $58,710,762 in 330 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $177,911
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Tamma Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul Fenner
CRD#: 5875945
Commerce Township, MI

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
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