TARBOX GROUP INC. Overview

Tarbox Group Inc. is an investment advisor that manages 412.2 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 155MM in positions, representing 38% of the manager's regulatory AUM.

TARBOX GROUP INC. StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TARBOX GROUP INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 23.03% ETF 3.82% -0.01% 0 9%
IJH 17.41% ETF 8.41% 0.8% 0 5%
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FEATURED IN
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TARBOX GROUP INC. Founders and Key Employees

Name Title In Position Since
Laura A. Tarbox President And Chief Compliance Officer June-1985
Michael J. Nozzarella Managing Director January-2006
Mark D. Wilson Vice President September-2006

TARBOX GROUP INC. Brokers, Custodians, Auditors and Administrators

Type Company

TARBOX GROUP INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Tarbox Group may utilize the following methods of security analysis:
 Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)

 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)

 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)

 Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)


The Tarbox Group may utilize the following investment strategies when implementing investment advice given to clients:

 Long Term Purchases (securities held at least a year)

 Short Term Purchases (s...
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TARBOX GROUP INC. Portfolio Concentration

TARBOX GROUP INC. Location

500 NEWPORT CENTER DRIVE
STE 500
NEWPORT BEACH, California
UNITED STATES, 92660

TARBOX GROUP INC. Contact Information

Phone Number: 949-721-2330
Fax Number: 949-721-0734
Website:

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