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Building 2TABR CAPITAL MANAGEMENT, LLC

Map pinORANGE, CA
Phone714-704-9180
NotebookSEC #801-62650
Total AUM
$241.2M
Employees
3
Clients
235

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 N. STATE COLLEGE BLVD
SUITE 1220
ORANGE
CA 92868
United States
Operating Hours
7:30 AM TO 5 PM
Monday - Friday
Phone
714-704-9180
Other Offices
2

ReceiptFinancials

Total AUM
$241.2M
Accounts
713
Discretionary
$241.2M
Accounts
713
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
133
AUM
$44.7M
HNW Individual Clients
90
AUM
$190.5M
Pension/Profit Sharing Plan Clients
11
AUM
$5.7M
Corporation or Business Clients
1
AUM
$305.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALANVTX

HandshakeAffiliates

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

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