TARBOX LLC
ST JOHNS, FLORIDA

TARBOX LLC is a registered investment advisory firm headquartered in St. Johns, Florida. Previously known as The Tarbox Group, Inc., it has been providing comprehensive financial planning and investment management services since being founded in Newport Beach, California, in 1985. Originally based in California, TARBOX LLC continues to work with an elite clientele of wealthy individuals and families across the United States from its current location. As a fee-only wealth management entity, TARBOX LLC emphasizes client advocacy, working solely for its clients and not affiliated with any brokerage firm, trust company, investment bank, or public shareholders. The firm is dedicated to delivering disciplined and customized institutional-grade investment management solutions tailored specifically for each family it serves. TARBOX LLC, incorporated on June 25, 2004, operates under the Florida Company Type of 'FLAL' and holds a status classified within the Florida Companies Division. The mailing address is located at 85 Solis Ave, St Johns, FL, 32259, U.S., with contact numbers (949) 721-2330 and (949) 721-0734 available for client inquiries. The firm’s website can be accessed at tarbox.com where more information about its services, values, and leadership is available. The most recent annual report was filed on February 6, 2024. Douglas Tarbox serves as the Manager, guiding TARBOX LLC's mission of providing bespoke financial solutions tailored to its clients' unique needs.