TARBOX FAMILY OFFICE, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 106079). Regulatory assets under management: $953.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Laura Ann Tarbox | PRESIDENT / CHIEF EXECUTIVE OFFICER | — |
| Michael J Nozzarella | MANAGING DIRECTOR | — |
| Mary Elizabeth Sigler | CHIEF COMPLIANCE OFFICER | — |
| TARBOX LAURA ANN | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| ROBINSON ESTELLE RAE | CHIEF COMPLIANCE OFFICER; VICE-PRESIDENT AND OPERATIONS DIRECTOR | — |
| NOZZARELLA MICHAEL J | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | — |
| WILSON MARK DERRAL | VICE PRESIDENT | — |
| ALLAGOOD JILL ELIZABETH | DIRECTOR OF FINANCIAL PLANNING | — |
| SIGLER MARY ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| WALKER MATTHEW GENE | TREASURER | — |