TAMALPAIS WEALTH ADVISORS
CRD #133629 SEC #801-63775 SAN RAFAEL, CA 415-526-4300
SEC Registered
Total AUM
$366M
Discretionary
$291.9M
Employees
10
Clients
26
Accounts
145
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2009 | $366M | $291.9M | $74.2M | 10 | -- |
| Dec 2007 | $269.9M | $196M | $73.9M | 10 | -- |
| Mar 2007 | $269.9M | $196M | $73.9M | 10 | -- |
| Mar 2007 | $269.9M | $196M | $73.9M | 10 | -- |
| Mar 2007 | $269.9M | $196M | $73.9M | 10 | -- |
| Mar 2006 | $265M | $95M | $170M | 10 | -- |
| Dec 2004 | $0 | $0 | $0 | 5 | -- |
DateApr 2009
Total AUM$366M
Discretionary$291.9M
Non-Disc.$74.2M
Employees10
Clients--
DateDec 2007
Total AUM$269.9M
Discretionary$196M
Non-Disc.$73.9M
Employees10
Clients--
DateMar 2007
Total AUM$269.9M
Discretionary$196M
Non-Disc.$73.9M
Employees10
Clients--
DateMar 2007
Total AUM$269.9M
Discretionary$196M
Non-Disc.$73.9M
Employees10
Clients--
DateMar 2007
Total AUM$269.9M
Discretionary$196M
Non-Disc.$73.9M
Employees10
Clients--
DateMar 2006
Total AUM$265M
Discretionary$95M
Non-Disc.$170M
Employees10
Clients--
DateDec 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--