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TARBOX FAMILY OFFICE, INC.

Tel: 949-721-2330
500 Newport Center Drive
Ste 500
Newport Beach, California  92660

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TARBOX FAMILY OFFICE, INC.

TARBOX FAMILY OFFICE, INC. is a Newport Beach, California based financial advisory firm with nearly $873,623,926 in assets under management and provides investment advisory services for 815 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (TAX PREPARATION AND/OR CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

106079

SEC#:

801-27225

No. of Clients:

815

Assets under Management

$873,623,926

No. of Advisors:

9

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