Tamarisk Financial, LLC
● SEC registered since 2021CRD 312073SEC# 801-120208Holland, MI
Reg. AUM
$781.3M
Employees
23
Accounts
2,993
Location
Holland, MI
Tamarisk Financial, LLC assets under management
Tamarisk Financial, LLC is an investment advisory firm registered with the SEC based in Holland, MI. The firm has been registered since 2021. It reports $781.3 million in regulatory assets under management and employs 23 people.
Tamarisk Financial, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Michael Clark Control | Member/Ceo/Managing Partner | 25-50% | 2024 |
| Kevin Howard Clark Control | Senior Partner | 5-10% | 2025 |
| Lonny Scott Elfenbein | Chief Compliance Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Tamarisk Financial, LLC manage?
Tamarisk Financial, LLC reports $781.3 million in regulatory assets under management on its Form ADV.
How many employees does Tamarisk Financial, LLC have?
Tamarisk Financial, LLC reports 23 employees.
Where is Tamarisk Financial, LLC located?
Tamarisk Financial, LLC is based in Holland, MI and has been SEC-registered since 2021.
Does Tamarisk Financial, LLC disclose fund performance?
Tamarisk Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 Hoover Blvd., Suite 300, Holland, MI 49423 |
| Phone | (616) 820-1040 |
| Fax | 6162059250 |
| Office hours | M - Th 8:30a.m. - 4:30p.m. F 8:00a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1909879 |
| Discloses disciplinary history | No |
Regulatory AUM
$781.3M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$781.3Mregulatory AUM
Discretionary $781.3M