Tamar Securities, LLC

Tamar Securities, LLC (doing business as 911 Financial Services and Firefighters United Financial Services) provides discretionary portfolio management, financial planning, and consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and corporations. The firm reports approximately $1.52 billion in discretionary assets under management and serves about 4,198 clients through a multi‑advisor team of 17.

The firm manages client assets through a suite of proprietary model programs (MVS, GMVS, TAF, TAM, TAV, FIP and hybrids) that blend top‑down global value and sector analysis with qualitative and quantitative screening, and that span individual equities, ETFs/index funds, fixed income and alternative strategies (including private equity and a long/short technology hedge fund). Portfolios are generally managed on a discretionary basis with periodic rebalancing and begin with a client‑specific review of goals, risk tolerance, liquidity, tax and legal considerations.

Noteworthy for a firm of this size is its unusually high client load per advisor — roughly 200+ clients per advisor (about 247 on average), supported in part by diluted, lower‑threshold versions of its programs to accommodate legacy households. The firm’s advisors also maintain broker‑dealer and insurance registrations and provide commissionable insurance and brokerage services alongside advisory services; those affiliations and the firm’s access to prime brokerage and alternative investments are disclosed and addressed through its compliance policies.