1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TARBOX FAMILY OFFICE, INC.

Map pinNEWPORT BEACH, CA
Phone949-721-2330
NotebookSEC #801-27225
Total AUM
$953.7M
Employees
8
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 NEWPORT CENTER DRIVE
STE 500
NEWPORT BEACH
CA 92660
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
949-721-2330

ReceiptFinancials

Total AUM
$953.7M
Accounts
731
Discretionary
$953.7M
Accounts
731
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
208
AUM
$839.4M
Charitable Organization Clients
9
AUM
$21.1M
Corporation or Business Clients
13
AUM
$93.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account