T
$42.4M Total AUM
$42.4M Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-30-2011
- Office Locations
- 1
Office Locations
-- Commerce Township MI
About Tamma Capital LLC
TAMMA Capital is a virtual, CFP®-led RIA serving busy parents and families nationwide. The firm provides wealth planning, portfolio management, and tax services under one umbrella, with guidance designed for major life transitions and reducing financial stress. Portfolios are built primarily with ETFs alongside U.S. government/agency bonds and cash, and custody includes Schwab.
Team overview
43 AVG AGE
$42.4M AVG AUM / ADVISOR
$580.5K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PAUL DAVID FENNER
Owner, President
- CRD
- #5875945
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,374,523 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,374,523 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing