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Tarbox Family Office, Inc.

● SEC registered since 1986CRD 106079SEC# 801-27225Newport Beach, CA
Export (members)
Reg. AUM
$967.2M
Employees
8
Accounts
862
Location
Newport Beach, CA

Tarbox Family Office, Inc. assets under management

Tarbox Family Office, Inc. is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 1986. It reports $967.2 million in regulatory assets under management and employs 8 people.

Tarbox Family Office, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Laura Ann Tarbox ControlPresident / Chief Executive Officer50-75%1985
Mary Elizabeth Sigler ControlChief Compliance Officer5-10%2016
Michael J Nozzarella ControlManaging Director10-25%2006

Frequently asked questions

How much does Tarbox Family Office, Inc. manage?

Tarbox Family Office, Inc. reports $967.2 million in regulatory assets under management on its Form ADV.

How many employees does Tarbox Family Office, Inc. have?

Tarbox Family Office, Inc. reports 8 employees.

Where is Tarbox Family Office, Inc. located?

Tarbox Family Office, Inc. is based in Newport Beach, CA and has been SEC-registered since 1986.

Does Tarbox Family Office, Inc. disclose fund performance?

Tarbox Family Office, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Newport Center Drive, Ste 500, Newport Beach, CA 92660
Phone949-721-2330
Fax949-721-0734
Office hours8 a.m. To 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1599603
Discloses disciplinary historyNo

Assets under management

Discretionary$967.2M
Non-discretionary$0
Total (RAUM)$967.2M