Tam Portfolios, LLC is a multi-state adviser based in Longwood. It manages $6.18 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.
Tam Portfolios provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tam Portfolios, LLC is $6.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Tam Portfolios, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Tam Portfolios, LLC performs its advisory services is located at 1997 Longwood Lake Mary Road, Longwood, FL 32750, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 407-514-1260. The normal business hours are tam portfolios on Monday - Friday. You can find more information about the New York firm at tamportfolios.com.