TARBOX FAMILY OFFICE, INC.

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

About TARBOX FAMILY OFFICE, INC.

TARBOX FAMILY OFFICE, INC, formally registered with the SEC as TARBOX FAMILY OFFICE, INC. The firm was established in 06/16/1986. They have over 2 offices throughout the country.

TARBOX FAMILY OFFICE, INC. is a Newport Beach, California based Financial Planning firm with nearly $873,623,926 assets under management, offering retirement planning & investment advisory services to 815 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106079
SEC#	801-27225
Assets Managed by Firm	$873,623,926
No. of Clients	815
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	815	$873,623,926
High net worth individuals	220	$798,203,419
Charitable organizations	Fewer than 5 clients	$9,041,585
Corporations or other businesses	13	$66,378,922

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