SEC Form ADV · CIK 1599603

TARBOX FAMILY OFFICE, INC.

Registered Investment AdviserCA
$953.7M
Assets Under Management
731
Total Clients
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Registration Details

CIK
1599603
Accession
CRD-106079
Location
NEWPORT BEACH, CA
Filing Date
March 26, 2026
AUM
$953.7M
Total Clients
731
Amendment
No

About this Adviser

TARBOX FAMILY OFFICE, INC. is a registered investment adviser headquartered in NEWPORT BEACH, CA, managing approximately $953.7M in assets across 731 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.