TARBOX FAMILY OFFICE, INC.
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 106079
- Registered since
- June 16, 1986
- Website
- tarbox.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.01%
- Corporations / Businesses9.77%
- Charitable Organizations2.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Tarbox Family Office, Inc. is an independent registered investment adviser that has been SEC-registered since 1986. The firm acts as a capital allocator and serves both individual and family clients as well as institutional investors. Its advisory mandate covers financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Tarbox offers multiple fee arrangements, including percentage-of-AUM fees, hourly billing, and fixed fees. The firm was recognized on the Financial Times Top 300 RIA list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds89%
- Exchange Traded Equities9%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3MARY SIGLER
Chief Operating OfficerCRD 2280110
LAURA TARBOX
Founder and CEOCRD 727947
Kai Xiong
Chief Investment OfficerCRD 7720813
Contacts
3 of 3Connor Macho
Wealth AssociateCRD 8136990
MICHAEL NOZZARELLA
Director of Wealth ManagementCRD 4795933
Timothy Ryan
Sr. ManagerCRD 8103518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$559M in ETFs
72%
$403M
24%
$156M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $205M | 313,643 | 36.67% |
Location
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 500 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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