Shay
Tahar
American Money Management, LLC
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About this Advisor
Shay Tahar is a financial advisor based in Rancho Santa Fe, California, working with American Money Management, LLC. Shay has previously worked at Coastline_Dc Inc, Full-Time Education, Trader Joe'S, American Money Management, and Cali Camp. Shay has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Shay is part of American Money Management, LLC, which operates out of Rancho Santa Fe, California. The firm has 4 offices and 12 employees. The firm manages assets totaling $734.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at American Money Management, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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American Money Management, LLC Brokerage Details
$734,010,908
12
1,674
$438,477
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Shay Tahar Work History
American Money Management
Trader Joe'S
Full-Time Education
Cali Camp
Coastline_Dc Inc
Full-Time Education
Disclosures
Please visit the SEC profile of Shay Tahar 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 American Money Management, LLC
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
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