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 3 offices throughout the country.

TABR CAPITAL MANAGEMENT, LLC is a Orange, California based Financial Planning firm with nearly $203,439,041 assets under management, offering retirement planning & investment advisory services to 655 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	$203,439,041
No. of Clients	655
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	655	$203,439,041
Individuals (other than high net worth individuals)	148	$54,993,990
High net worth individuals	73	$142,337,771
Pension and profit sharing plans	13	$5,737,997
Corporations or other businesses	1	$369,283

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