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TARBOX FAMILY OFFICE, INC.
Tel: 949-721-2330
500 Newport Center Drive Ste 500
Newport Beach, California 92660
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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