Tabar Gaul LLC
Firm details
- Headquarters
- ,
- CRD number
- 169221
- Website
- tabargaul.com
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI93.26%
- Individuals6.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tabar Gaul LLC is a small, owner-operated advisory firm that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm emphasizes equity exposure, running separately managed account-style allocations that favor exchange-traded instruments. Its fee model combines an asset-based percentage and hourly charges, which aligns with a hybrid planning plus discretionary investing practice. The firm is not positioned as an ESG specialist, is not registered as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Investment Grade Corp Bonds40%
Contacts
2 of 2
Harry Gaul
Managing DirectorCRD 6255609
Lo-An Tabar-Gaul
Managing MemberCRD 7913457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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