TARBOX FAMILY OFFICE, INC.
SEC Form ADV profile.
Total regulatory AUM
$953,740,765
Discretionary
$953,740,765
Non-discretionary
$0
Firm details
- CRD number
- 106079
- SEC file number
- 801-27225
- Main office
- NEWPORT BEACH, CA, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTP://WWW.TARBOX.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.