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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLAGOOD, JILL, ELIZABETH | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| NOZZARELLA, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOZZARELLA, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | NA | Control |
| NOZZARELLA, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOZZARELLA, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOZZARELLA, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | NA | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | NA | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | NA | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | NA | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | NA | Control |
| ROBINSON, ESTELLE, RAE | I | VICE-PRESIDENT AND OPERATIONS DIRECTOR | NA | Control |
| ROBINSON, ESTELLE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, ESTELLE, RAE | I | VICE-PRESIDENT AND OPERATIONS DIRECTOR | NA | Control |
| ROBINSON, ESTELLE, RAE | I | VICE-PRESIDENT AND OPERATIONS DIRECTOR | NA | Control |
| ROBINSON, ESTELLE, RAE | I | VICE-PRESIDENT AND OPERATIONS DIRECTOR | NA | Control |
| ROBINSON, ESTELLE, RAE | I | VICE-PRESIDENT AND OPERATIONS DIRECTOR | NA | Control |
| ROBINSON, ESTELLE, RAE | I | VICE-PRESIDENT AND OPERATIONS DIRECTOR | NA | Control |
| ROBINSON, ESTELLE, RAE | I | VICE-PRESIDENT AND OPERATIONS DIRECTOR | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | NA | |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | NA | |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | NA | |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | NA | |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | NA | |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | NA | |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | NA | |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | NA | |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | NA | |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | NA | |
| TARBOX, LAURA, ANN | I | PRESIDENT | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT | E | Control |
| TARBOX, LAURA, ANN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | E | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | D | Control |
| TARBOX, LAURA, ANN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | D | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| NOZZARELLA, MICHAEL, J | I | MANAGING DIRECTOR | B | Control |
| WALKER, MATTHEW, GENE | I | TREASURER | B | Control |
| WALKER, MATTHEW, GENE | I | TREASURER | B | Control |
| WALKER, MATTHEW, GENE | I | TREASURER | B | Control |
| WALKER, MATTHEW, GENE | I | TREASURER | B | Control |
| WALKER, MATTHEW, GENE | I | TREASURER | B | Control |
| WALKER, MATTHEW, GENE | I | TREASURER | B | Control |
| WALKER, MATTHEW, GENE | I | TREASURER | B | Control |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | B | |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | B | |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | B | |
| WILSON, MARK, DERRAL | I | VICE PRESIDENT | B | |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | Control |
| SIGLER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (4)
AZ CA HI TX
Address
500 NEWPORT CENTER DRIVESTE 500
NEWPORT BEACH, CA 92660
United States
Phone: 949-721-2330