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TARBOX FAMILY OFFICE, INC.
CRD 106079 · SEC 801-27225
500 NEWPORT CENTER DRIVE, STE 500, NEWPORT BEACH, CA, 92660, United States
Phone
949-721-2330
Fax
949-721-0734
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$953.7M
Discretionary AUM
$953.7M
Team
8 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 208 | $839.4M |
| Charitable organizations | 9 | $21.1M |
| Corporations/business entities | 13 | $93.2M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD