Daniel
Itzhaki
Tamar Securities, LLC
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About this Advisor
Daniel Itzhaki is a financial advisor based in Woodland Hills, California, working with Tamar Securities, LLC. Daniel has previously held positions at Li Investments, LLC, Tamar Securities, LLC, Yeshiva University High School, Moorpark College, Meshuga 4 Sushi, and California State University, Northridge. Daniel has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Daniel is part of Tamar Securities, LLC, which operates out of Woodland Hills, California. The firm has 18 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Tamar Securities, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tamar Securities, LLC Brokerage Details
$1,089,228,509
18
5,816
$187,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Daniel Itzhaki Work History
Tamar Securities, LLC
California State University, Northridge
Li Investments, LLC
Moorpark College
Meshuga 4 Sushi
Yeshiva University High School
Disclosures
Please visit the SEC profile of Daniel Itzhaki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tamar Securities, LLC
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
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