TAM PORTFOLIOS, LLC

LONGWOOD, Florida·2 registered advisors·CRD# 143806
SEC# 801-79138407-514-1260
01

Firm Overview

AUM
$6M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Other: FEE SHARE, STANDARD OF 50%
03

Specialties

Investment ManagementWealth Management
04

Advisors at TAM PORTFOLIOS, LLC

2 registered advisors
Joshua David Welch
ORLANDO, Florida
Kevin A Tuttle
ORLANDO, Florida
05

Office Locations

ORLANDO, Florida
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. TAM PORTFOLIOS, LLC (CRD# 143806) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.