Tamar Securities, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,421,430,522
Clients
4,198
Advisors
17
of 22 employees
About
Tamar Securities, LLC (doing business as 911 Financial Services and Firefighters United Financial Services) provides discretionary portfolio management, financial planning, and consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and corporations. The firm reports approximately $1.52 billion in discretionary assets under management and serves about 4,198 clients through a multi‑advisor team of 17.
The firm manages client assets through a suite of proprietary model programs (MVS, GMVS, TAF, TAM, TAV, FIP and hybrids) that blend top‑down global value and sector analysis with qualitative and quantitative screening, and that span individual equities, ETFs/index funds, fixed income and alternative strategies (including private equity and a long/short technology hedge fund). Portfolios are generally managed on a discretionary basis with periodic rebalancing and begin with a client‑specific review of goals, risk tolerance, liquidity, tax and legal considerations.
Noteworthy for a firm of this size is its unusually high client load per advisor — roughly 200+ clients per advisor (about 247 on average), supported in part by diluted, lower‑threshold versions of its programs to accommodate legacy households. The firm’s advisors also maintain broker‑dealer and insurance registrations and provide commissionable insurance and brokerage services alongside advisory services; those affiliations and the firm’s access to prime brokerage and alternative investments are disclosed and addressed through its compliance policies.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 2.25% Over $500,000 - $1,000,000: 1.75% Over $1,000,000+: 1.25%
Supervised persons may accept commissions for securities sales through PKS, a registered broker-dealer.
Account minimum: $100,000
Main office
22466 Ventura Boulevard
Woodland Hills CA 91364
Advisors at this office
17
Most active in
Arizona · California · Colorado · Florida · Georgia · Idaho · Louisiana · Massachusetts · Montana · Nevada · New Hampshire · New Jersey · New York · North Carolina · Oregon · Tennessee · Texas · Utah · Virginia · Washington
Also doing business as
911 Financial Services · Firefighters United Financial Services · Tamar Insurance Solutions · Tamar Securities, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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