TARBOX FAMILY OFFICE, INC.

NEWPORT BEACH, California·4 registered advisors·CRD# 106079
SEC# 801-272251949-721-2330
01

Firm Overview

AUM
$874M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TARBOX FAMILY OFFICE, INC.

4 registered advisors
Laura Ann Tarbox
NEWPORT BEACH, California
Mark Derral Wilson
NEWPORT BEACH, California
Mary Elizabeth Sigler
NEWPORT BEACH, California
Michael J Nozzarella
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
4 advisors

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Data sourced from SEC Form ADV filings. TARBOX FAMILY OFFICE, INC. (CRD# 106079) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.