A complete list of active advisors currently associated with Tamma Capital LLC
Warmer can help you find a great advisor at Tamma Capital LLC or one who fits your needs even better.
TAMMA Capital LLC is a single-advisor registered investment adviser that serves individuals and individual businesses with wealth planning, discretionary portfolio management, tax preparation, and consulting services. The firm offers ongoing financial planning and managed portfolios for retail clients and also provides periodic reporting generated from Morningstar. The firm constructs customized portfolios using a mix of fundamental and technical analysis, evaluates clients’ objectives through both objective and subjective risk questionnaires, and applies tax-aware management for taxable accounts; accounts are reviewed at least quarterly. Clients grant discretionary trading authority through a Service Agreement, and the brochure notes that clients may not impose investment restrictions on their accounts. Distinctive features include the integration of in-house tax preparation and tax-related credentials at the principal level alongside advisory services, and the firm’s combination of assets under management and assets under advisement (approximately $42.4 million AUM plus $27.2 million AUA). The brochure also discloses that the firm sells certain insurance products and receives commission compensation for those sales, a potential conflict of interest it acknowledges in client disclosures.
To learn more about the advisors currently working at Tamma Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Commerce Township, MI
| 14
|
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