Tarbox Family Office, Inc.
● SEC registered since 1986CRD 106079SEC# 801-27225Newport Beach, CA
Reg. AUM
$953.7M
Employees
8
Accounts
731
Location
Newport Beach, CA
Tarbox Family Office, Inc. assets under management
Tarbox Family Office, Inc. is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 1986. It reports $953.7 million in regulatory assets under management and employs 8 people.
Tarbox Family Office, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Ann Tarbox Control | President / Chief Executive Officer | 50-75% | 1985 |
| Mary Elizabeth Sigler Control | Chief Compliance Officer | 5-10% | 2016 |
| Michael J Nozzarella Control | Managing Director | 10-25% | 2006 |
Frequently asked questions
How much does Tarbox Family Office, Inc. manage?
Tarbox Family Office, Inc. reports $953.7 million in regulatory assets under management on its Form ADV.
How many employees does Tarbox Family Office, Inc. have?
Tarbox Family Office, Inc. reports 8 employees.
Where is Tarbox Family Office, Inc. located?
Tarbox Family Office, Inc. is based in Newport Beach, CA and has been SEC-registered since 1986.
Does Tarbox Family Office, Inc. disclose fund performance?
Tarbox Family Office, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 Newport Center Drive, Ste 500, Newport Beach, CA 92660 |
| Phone | 949-721-2330 |
| Fax | 949-721-0734 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1599603 |
| Discloses disciplinary history | No |
Regulatory AUM
$953.7M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$953.7Mregulatory AUM
Discretionary $953.7M