Tam Financial Advisors, LLC
● SEC registered since 2019CRD 125496SEC# 801-117558
Reg. AUM
$171.3M
Employees
1
Accounts
92
Location
—
Tam Financial Advisors, LLC assets under management
Tam Financial Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2019. It reports $171.3 million in regulatory assets under management and employs 1 people.
Tam Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Loren Marvin Control | President And Cco | Over 75% | 2003 |
Frequently asked questions
How much does Tam Financial Advisors, LLC manage?
Tam Financial Advisors, LLC reports $171.3 million in regulatory assets under management on its Form ADV.
How many employees does Tam Financial Advisors, LLC have?
Tam Financial Advisors, LLC reports 1 employees.
Does Tam Financial Advisors, LLC disclose fund performance?
Tam Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 4103494484 |
| Fax | 4102042899 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171.3M▼ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$171.3Mregulatory AUM
Discretionary $161.6MNon-discretionary $9.7M