Overview
Assets Under Management: $203 million
Headquarters: ORANGE, CA
High-Net-Worth Clients: 82
Average Client Assets: $2 million
Frequently Asked Questions
TABR CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129959), TABR CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TABR CAPITAL MANAGEMENT, LLC is headquartered in ORANGE, CA.
TABR CAPITAL MANAGEMENT, LLC serves 82 high-net-worth clients according to their SEC filing dated October 07, 2024. View client details ↓
According to their SEC Form ADV, TABR CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TABR CAPITAL MANAGEMENT, LLC manages $203 million in client assets according to their SEC filing dated October 07, 2024.
According to their SEC Form ADV, TABR CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 655
Discretionary Accounts: 655
Regulatory Filings
CRD Number: 129959
Last Filing Date: 2024-10-07 00:00:00
Website: https://tabr.net