Tarbox Family Office is an investment advisor in Newport Beach with $1.04 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Tarbox Group, Inc.
SEC CIK
IRS number
330787062
SEC advisor number
801-27225
FINRA CRD number
106079
AUM ?
$873.62 mm
(as of 13 Mar 24)
Accounts
815
(as of 13 Mar 24)
Employees
9
(6 investment advisory or research)
Address
Tarbox Family Office
500 NEWPORT CENTER DRIVE SUITE 500
NEWPORT BEACH
CA 92660
500 NEWPORT CENTER DRIVE SUITE 500
NEWPORT BEACH
CA 92660
Phone
949-721-2330
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
6 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21