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 03/31/23. The fund's latest filing disclosed 495MM in positions, representing 120% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 495MM in positions, representing 120% of the manager's regulatory AUM.
TARBOX GROUP INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TARBOX GROUP INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 32.05% | ETF | 4.25% | 0.02% | 0 | 17% | ||
| IJH | 11.04% | ETF | 2.55% | -0.19% | 0 | 14% | ||
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FEATURED IN
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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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
STE 500
NEWPORT BEACH, California
UNITED STATES, 92660
TARBOX GROUP INC. Contact Information
Phone Number: 949-721-2330
Fax Number: 949-721-0734
Website: http://www.tarboxgroup.com
Fax Number: 949-721-0734
Website: http://www.tarboxgroup.com
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