# TAMARISK FINANCIAL, LLC

TAMARISK FINANCIAL, LLC of HOLLAND, MI is an SEC-registered investment adviser.

## Registration

- CRD: 312073
- Type: SEC-registered investment adviser
- SEC file number: 801-120208
- Location: 301 HOOVER BLVD., SUITE 300, HOLLAND, MI, 49423
- Phone: (616) 820-1040
- Latest filing: 2026-07-22
- Regulatory AUM: $781.3M
- Discretionary AUM: $781.3M
- Clients: 23
- Accounts: 2,993

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Lonny Scott Elfenbein | CHIEF COMPLIANCE OFFICER | — |
| Aaron Michael Clark | MEMBER/CEO/MANAGING PARTNER; MEMBER/CEO/PARTNER | — |
| Ryan Michael Gorman | CHIEF INVESTMENT OFFICER | — |
| Ken Filippini | TRUSTEE | — |
| Kevin Howard Clark | MANAGING PARTNER; SENIOR PARTNER | — |
| Stephanie Lynn Smith | CLIENT OPERATIONS SPECIALIST | — |
| Thomas Scott Bosch | MEMBER/PARTNER | — |
| SMITH DAVID LYNN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CLIENT OPERATIONS SPECIALIST | — |
| CLARK DOUGLAS MICHAEL | MEMBER/CEO/PARTNER; MEMBER / PARTNER | — |
| CLARK W HOWARD | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / MANAGING PARTNER; MANAGING PARTNER | — |
| GORMAN MICHAEL | CHIEF INVESTMENT OFFICER | — |
| AILES SHANE ALAN | MEMBER / PARTNER | — |
| MYERS CLINT STERLING | MEMBER / PARTNER | — |
| Elfenbein Lonny Scott | CHIEF COMPLIANCE OFFICER | — |
| BOSCH THOMAS SCOTT | MEMBER/PARTNER | — |
| Filippini Ken | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312073/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312073/similar
- Related entities: https://search.stillhousedata.com/firm/312073/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312073

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.