TARBOX LLC
ST JOHNS, FLORIDA

TARBOX LLC is an investment advisory firm based in St. Johns, Florida. Originally known as The Tarbox Group, Inc., it was founded back in 1985 in Newport Beach, California. Despite now being headquartered in Florida, the company continues to serve a highly exclusive roster of wealthy clients across the U.S. from its new location. As a fee-only wealth management firm, TARBOX LLC takes pride in acting as a dedicated advocate for its clients' interests. Unlike many others in the industry, it operates independently without ties to any brokerage firms, trust companies, investment banks, or public shareholders. This independence allows the company to focus entirely on providing personalized and high-quality institutional-grade financial solutions tailored to meet the specific needs of each family it serves. Formally incorporated as a Florida LLC on June 25, 2004, TARBOX LLC is identified in the state's Companies Division by its 'FLAL' company type. The firm can be reached at their office located at 85 Solis Ave., St Johns, FL 32259, U.S. and through their contact numbers (949) 705-2330 and (949) 721-0734 for those with inquiries. For more detailed information about the services, values, or leadership of TARBOX LLC, one can visit their website at tarbox.com. The most recent update to their annual report was on February 6, 2024. Leading the firm's mission is Douglas Tarbox, serving as Manager and ensuring its commitment to delivering bespoke financial solutions that align with clients' unique objectives.