|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Tarbox Family Office Inc
✚
|
|
|---|---|
| CRD # | 106079 |
| SEC # | 801-27225 |
| CIK # | 0001599603 |
| AUM | $967.2 M (2025-03-29) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 949-721-2330 |
| Address | 500 Newport Center Drive Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 8.2 | ||
| Abbott Laboratories | 7.1 | ||
| Apple Inc | 6.7 | ||
| Microsoft Corp | 4.5 | ||
| Deere & Co | 3.4 | ||
| PPG Industries Inc | 2.4 | ||
| US Bancorp de | 2.2 | ||
| Amazon Com Inc | 2.2 | ||
| iShares Bitcoin Trust | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 204 | 883.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 10.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 74.0 |
| (n) Other | 0 | 0.0 |
| Total | 862 | 967.2 |
| By Discretionary | ||
| Discretionary | 862 | 967.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 862 | 967.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 967.2 | |
| Total | 862 | 967.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001599603] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crumly and Associates Incorporated
✚
|
IL | 1.0 |
|
Headinvest LLC
✚
|
ME | 1.0 |
|
Hunter Michael Investment Advisors Inc
✚
|
VA | 1.0 |
|
LVZ Inc
✚
|
MI | 1.0 |
|
HTG Investment Advisors Inc
✚
|
CT | 1.0 |
|
Scott Capital Advisors LLC
✚
|
OR | 1.0 |
|
Bluestem Wealth Partners LLC
✚
|
MN | 1.0 |
|
Jackson Hole Capital Partners LLC
✚
|
OK | 1.0 |
|
Cypress Wealth Services LLC
✚
|
CA | 1.0 |
|
Rodgers Brothers Inc
✚
|
PA | 1.0 |