TARBOX FAMILY OFFICE, INC.
CRD #106079 SEC #801-27225 NEWPORT BEACH, CA 949-721-2330
SEC Registered
Total AUM
$967.2M
Discretionary
$967.2M
Employees
8
Clients
51
Accounts
862
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $967.2M | $967.2M | $0 | 8 | 0 |
| Mar 2024 | $873.6M | $873.6M | $0 | 9 | 0 |
| Mar 2023 | $758.8M | $758.8M | $0 | 11 | 0 |
| Mar 2022 | $1B | $1B | $0 | 11 | 0 |
| Apr 2021 | $841.5M | $841.5M | $0 | 11 | 0 |
| Mar 2021 | $841.5M | $841.5M | $0 | 11 | 0 |
| Jun 2020 | $722.5M | $722.5M | $0 | 9 | 0 |
| Mar 2020 | $722.5M | $722.5M | $0 | 9 | 0 |
| Jan 2020 | $602.5M | $602.5M | $0 | 7 | 0 |
| Mar 2019 | $602.5M | $602.5M | $0 | 7 | 0 |
| Jan 2019 | $608.8M | $608.8M | $0 | 6 | 0 |
| Dec 2018 | $608.8M | $608.8M | $0 | 6 | 0 |
| Mar 2018 | $608.8M | $608.8M | $0 | 6 | 0 |
| Mar 2017 | $518.7M | $518.7M | $0 | 9 | 100 |
| Mar 2016 | $431.4M | $431.4M | $0 | 7 | 100 |
| Apr 2015 | $412.2M | $412.2M | $0 | 6 | 100 |
| Mar 2015 | $412.2M | $412.2M | $0 | 6 | 100 |
| Feb 2015 | $412.2M | $412.2M | $0 | 6 | 100 |
| Mar 2014 | $405.2M | $405.2M | $0 | 6 | 26 |
| Oct 2013 | $302M | $302M | $0 | 5 | 26 |
| Jan 2013 | $302M | $302M | $0 | 5 | 26 |
| Mar 2012 | $253M | $253M | $0 | 6 | 26 |
| Mar 2011 | $242M | $242M | $0 | 10 | -- |
| Nov 2010 | $232M | $232M | $0 | 10 | -- |
| Feb 2009 | $202M | $202M | $0 | 10 | -- |
| Mar 2007 | $230M | $230M | $0 | 10 | -- |
| Dec 2006 | $185M | $185M | $0 | 10 | -- |
| Nov 2006 | $185M | $185M | $0 | 10 | -- |
| Jan 2006 | $185M | $185M | $0 | 10 | -- |
| May 2004 | $142M | $142M | $0 | 10 | -- |
| Mar 2004 | $142M | $142M | $0 | 10 | -- |
| Mar 2002 | $120M | $120M | $0 | 10 | -- |
DateMar 2025
Total AUM$967.2M
Discretionary$967.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$873.6M
Discretionary$873.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$758.8M
Discretionary$758.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients0
DateApr 2021
Total AUM$841.5M
Discretionary$841.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$841.5M
Discretionary$841.5M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$722.5M
Discretionary$722.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$722.5M
Discretionary$722.5M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$602.5M
Discretionary$602.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$602.5M
Discretionary$602.5M
Non-Disc.$0
Employees7
Clients0
DateJan 2019
Total AUM$608.8M
Discretionary$608.8M
Non-Disc.$0
Employees6
Clients0
DateDec 2018
Total AUM$608.8M
Discretionary$608.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$608.8M
Discretionary$608.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$518.7M
Discretionary$518.7M
Non-Disc.$0
Employees9
Clients100
DateMar 2016
Total AUM$431.4M
Discretionary$431.4M
Non-Disc.$0
Employees7
Clients100
DateApr 2015
Total AUM$412.2M
Discretionary$412.2M
Non-Disc.$0
Employees6
Clients100
DateMar 2015
Total AUM$412.2M
Discretionary$412.2M
Non-Disc.$0
Employees6
Clients100
DateFeb 2015
Total AUM$412.2M
Discretionary$412.2M
Non-Disc.$0
Employees6
Clients100
DateMar 2014
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees6
Clients26
DateOct 2013
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees5
Clients26
DateJan 2013
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees5
Clients26
DateMar 2012
Total AUM$253M
Discretionary$253M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$242M
Discretionary$242M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees10
Clients--
DateMay 2004
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees10
Clients--