Tarbox Equity Inc (Newport Beach)

Name: Tarbox Equity Inc
Address: 500 Newport Center Drive, Newport Beach, CA, 92660
Telephone: 949-721-2330

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.

Tarbox Equity: assets under management

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 firm manages $185 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $646.85 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tarbox Equity Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Laura Ann Tarbox	President	1 Jun 1985	75% - 100%	727947
Estelle Rae Robinson	Chief compliance officer	1 Oct 2004	Other	4935523

Based in Newport Beach

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.