TABR CAPITAL MANAGEMENT, LLC

500 N. State College Blvd
Suite 1320
Orange, California 92868
Tel: 714-704-9180

About TABR CAPITAL MANAGEMENT, LLC

TABR CAPITAL MANAGEMENT, LLC, formally registered with the SEC as TABR CAPITAL MANAGEMENT, LLC. The firm was established in 01/05/2004. They have over 1 offices throughout the country.

TABR CAPITAL MANAGEMENT, LLC is a Orange, California based Financial Planning firm with nearly $182,286,710 assets under management, offering retirement planning & investment advisory services to 626 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129959
SEC#	801-62650
Assets Managed by Firm	$182,286,710
No. of Clients	626
No. of Advisors	4

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	626	$182,286,710
Individuals (other than high net worth individuals)	156	$51,765,071
High net worth individuals	68	$123,835,696
Pension and profit sharing plans	14	$6,278,631
Corporations or other businesses	1	$407,312

Inquire with TABR CAPITAL MANAGEMENT, LLC

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