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Kai Xiong

Tarbox Family Office, Inc.

Newport Beach, CA

CRD 7720813

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Employer firm

Tarbox Family Office, Inc. CRD 106079

$954M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Tarbox Family Office, Inc.

500 Newport Center Drive Ste 500, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-10
  • CA RA
    APPROVED
    Since 2023-04-10

Branch Locations

500 Newport Center Drive Ste 500, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Index Fund Advisors Irvine CA 03/2012 03/2023
Tarbox Family Office, Inc. Newport Beach CA 03/2023 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

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OCVC, LLC
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Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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