Summary
The Tarbox Group
Founded in 1985
Description
The Tarbox Family Office is a registered investment advisor based in Newport Beach, CA. We provide comprehensive financial planning & investment management services
Strengths
- The Tarbox Group has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Since The Tarbox Group was founded, the company has grown faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
The Tarbox Group's annual revenue
$5790000
Based on Kona Equity data
-
Revenue per employee
$827143
-
Variance of revenue growth
3.95
-
Annual revenue growth since founding
$290648
-
Revenue growth rate from first known quarter to current
388.8%
Employee Count
7 employees
-
Employee growth rate from first known quarter to current
345.5%
Executives
Laura Tarbox
CEO
l**@tarbox.comTrevor Scheid
Wealth Planner
t**@tarbox.comMichael Nozzarella
Chief Investment Officer
m**@tarbox.comErin Itkoe
Director, Financial Planning
e**@tarbox.comMary Sigler
Chief Operating Officer
m**@tarbox.comCorey Freeman
Director, Tax
c**@tarbox.comNatalie Banasiak
Director, Client Services
n**@tarbox.comDrew Phillips
Director, Operations
d**@tarbox.comBrian Romag
Senior Operations Investment Specialist
b**@tarbox.comMatt Brower
Wealth Associate & Planner
m**@tarbox.comNicole Schabel
Family Accounting Specialist
n**@tarbox.comPhone Office
Founder & Chief Executive Officer
p**@tarbox.comG Score - 5
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: The Tarbox Group
- Industry: Financial Planner
- SIC: 62; 6211
- NAICS: 523; 523920
See similar companies
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By City Newport Beach Small Financial Planner in Newport Beach Mid-size Financial Planner in Newport Beach
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By State CA Small companies in CA Small Financial Planner in CA Mid-size Financial Planner in CA
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner
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Firmographic data G Score of 5 Founded in 1985 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 523920 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
The Tarbox Group's headquarters are located at 500 Newport Center Dr, Ste 500 Newport Beach, CA 92660.
The Tarbox Group's official website is tarbox.com
The Tarbox Group's annual revenue is $5.8 M.
The Tarbox Group's SIC: 62; 6211
The Tarbox Group's NAICS: 523; 523920.
The Tarbox Group has 7 employees
