Tarbox Equity Inc is a large advisory firm based in Newport Beach. It manages $185 million of regulatory assets for 286 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Tarbox Equity provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tarbox Equity Inc is $185 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tarbox Equity Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Laura Ann Tarbox has been acting as President since 1 Jun 1985. Estelle Rae Robinson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Tarbox Equity Inc performs its advisory services is located at 500 Newport Center Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-721-2330 or by fax 949-721-0734. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.tarboxequity.com.