Michael Anthony Bristow

Employer firm

Tamalpais Asset Management CRD 301017

$263M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 10/2016
  Perigon Wealth Management, Llc
  San Francisco, CA
• 02/2017 → 07/2019
  Cs Planning Corp.
  Portland, OR
• 02/2017 → Present
  Tamalpais Asset Management, Llc (Formerly Tandem)
  Larkspur, CA
• 10/2016 → 02/2017
  Unemployed
  Larkspur, CA
• 07/2019 → 11/2024
  Calamar Financial Group
  Wheatfield, NY
• 11/2024 → Present
  Emerson Equity Llc
  San Mateo, CA

Previous Registrations

• 2017-02-06 → 2019-07-02
  Cs Planning Corp
  Larkspur, CA
  Portland, OR
• 2016-05-05 → 2016-10-19
  Perigon Wealth Management, Llc
  San Francisco, CA
• 2009-08-18 → 2012-04-10
  Sagetrader, Llc
  Englewood, NJ
  San Francisco, CA

Other Businesses

1) TAMALPAIS ASSET MANAGEMENT-INVESTMENT RELATED, 900 LARKSPUR LANDING CR, STE 100, LARKSPUR, CA 94939, REGISTERED INVESTMENT ADVISORY FIRM, MANAGING PARTNER/OWNER, MANAGING PARTNER RUNNING DAY TO DAY OPERATIONS OF THE FIRM AS WELL AS CLIENT COMMUNICATION, FINANCIAL EDUCATION AND MANAGING OF CLIENTS ACCOUNTS., 60 HRS PER WEEK, 32.5 HOURS A WEEK DURING SECURITIES TRADING HOURS, 02/2017

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-02-24
• S66 Uniform Combined State Law Examination
  2006-02-21

Other Names

• Michael Anthony Tolentino
• Michael A Bristow