RIA Intel›Advisers›Michigan›TAMARISK FINANCIAL, LLC

TAMARISK FINANCIAL, LLC

Advisory

Y·HOLLAND, MI

Data as of Jul 22, 2026 · Source: SEC Form ADV

Total AUM

$781M

1-Year AUM Growth

+76.8%

3-Year CAGR

+24.5%

Employees

16

Assets Under Management

Total AUM$781M

Discretionary AUM$781M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1,187

Team

Total Employees16

Investment Advisers23

Employee Growth (1Y)+22.2%

Filing History

Total Filings on Record32

First FilingDec 21, 2020

Latest FilingJul 22, 2026

🔒 Full AUM trend chart and 32 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TAMARISK FINANCIAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.