Tabr Capital Management, LLC
Tabr Capital Management, LLC (CRD# 129959) is a financial advisory firm headquartered in Orange, CA. They manage $125,616,584 in 588 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management126MILLION
Total Number of Accounts588ACCOUNTS
Average Account Value$213,634
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, TX
Steven Medland (CRD# 4421065) is an Investment Advisor Representative working at Tabr Capital Management, LLC in Orange, CA and has over 14 years of experience in the finance industry. Steven Medland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Kargenian (CRD# 1038418) is an Investment Advisor Representative working at Tabr Capital Management, LLC in Orange, CA and has over 35 years of experience in the finance industry.