Overview

TAM Financial Advisors was founded in 2003. It is Independent, fee-only planner and investment advisor headed by CFP with part-time CPA and support staff. TAM manages approximately $140 million in 325 accounts using a combination of individual securities, ETFs and mutual funds (primarily DFA).

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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