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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLACK, ALLISON, SULLIVAN | I | AVP | NA | Control |
| BLACK, ALLISON, SULLIVAN | I | AVP | NA | Control |
| BLACK, ALLISON, SULLIVAN | I | AVP | NA | Control |
| BLACK, ALLISON, SULLIVAN | I | AVP | NA | Control |
| BLACK, ALLISON, SULLIVAN | I | AVP | NA | Control |
| BLACK, ALLISON, SULLIVAN | I | AVP | NA | Control |
| GOOD, LORAL | I | CHIEF EXECUTIVE OFFICER | NA | |
| HUDSON, DAVID | I | OPERATIONS OFFICER | NA | |
| HUDSON, DAVID | I | OPERATIONS OFFICER | NA | |
| HUDSON, DAVID, REED | I | CFP / OPERATIONS OFFICER / PORTFOLIO MANAGER | NA | |
| OSHER, WILLIAM, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OSHER, WILLIAM, DAVID | I | CHIEF ECONOMIST / COMPLIANCE OFFICER | NA | Control |
| OSHER, WILLIAM, DAVID | I | CHIEF ECONOMIST / COMPLIANCE OFFICER | NA | Control |
| OSHER, WILLIAM, DAVID | I | CHIEF OPERATING OFFICER/CHIEF ECONOMIST / COMPLIANCE OFFICER | NA | Control |
| OSHER, WILLIAM, DAVID | I | CHIEF OPERATING OFFICER/CHIEF ECONOMIST / COMPLIANCE OFFICER | NA | Control |
| OSHER, WILLIAM, DAVID | I | CHIEF OPERATING OFFICER/CHIEF ECONOMIST / COMPLIANCE OFFICER | NA | Control |
| ROUSH, JEFFREY, ALLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHOLAR, SETH, ADAM | I | SENIOR EQUITY ANALYST/PORTFOLIO MANAGER DIRECTOR OF EQUITY INVESTMENTS | NA | Control |
| SCHOLAR, SETH, ADAM | I | SENIOR EQUITY ANALYST/PORTFOLIO MANAGER DIRECTOR OF EQUITY INVESTMENTS | NA | Control |
| SCHOLAR, SETH, ADAM | I | SENIOR EQUITY ANALYST/PORTFOLIO MANAGER DIRECTOR OF EQUITY INVESTMENTS | NA | Control |
| SCHOLAR, SETH, ADAM | I | SENIOR EQUITY ANALYST/PORTFOLIO MANAGER DIRECTOR OF EQUITY INVESTMENTS | NA | Control |
| SCHOLAR, SETH, ADAM | I | SENIOR EQUITY ANALYST/PORTFOLIO MANAGER DIRECTOR OF EQUITY INVESTMENTS | NA | Control |
| SCHOLAR, SETH, ADAM | I | SENIOR EQUITY ANALYST/PORTFOLIO MANAGER DIRECTOR OF EQUITY INVESTMENTS | NA | Control |
| SLACK, PAULETTE, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SLACK, PAULETTE, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SLACK, PAULETTE, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SLACK, PAULETTE, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SLACK, PAULETTE, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SULLIVAN, ALLISON, LYNN | I | AVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| EPIC BANCORP | DE | SOLE OWNER | E | Control |
| EPIC BANCORP | DE | SOLE OWNER | E | Control |
| EPIC BANCORP | DE | SOLE OWNER | E | Control |
| EPIC BANCORP | DE | SOLE OWNER | E | Control |
| EPIC BANCORP | DE | SOLE OWNER | E | Control |
| EPIC BANCORP | DE | SOLE OWNER | E | Control |
| EPIC BANCORP | DE | SOLE OWNER | E | Control |
Registrations
Federal
IA
Apr 1, 2009 REGISTERED
Notice Filings (3)
CA NV TX
Address
630 LAS GALLINAS AVENUESAN RAFAEL, CA 94903
United States
Phone: 415-526-4300