Tabr Capital Management, LLC

Tabr Capital Management, LLC (CRD# 129959) is a financial advisory firm headquartered in Orange, CA. They manage $203,439,041 in 655 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
500 N. State College Blvd, Suite 1320, Orange, CA 92868
https://www.facebook.comtabr-capital-management-2319971614730490/
By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    655
    ACCOUNTS
  • Average Account Value
    $310,594
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, NV, NY, TX

Financial Advisors at Tabr Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Kargenian, financial advisor Orange CA
Robert M. Kargenian
CRD#: 1038418
500 N. State College Blvd., Suite 1320, Orange, CA 92868

Robert Kargenian (CRD# 1038418) is an Investment Advisor Representative working at Tabr Capital Management, LLC in Orange, CA and has over 42 years of experience in the finance industry.

2
Steven Medland, financial advisor Orange CA
Steven W. Medland
CRD#: 4421065
500 N. State College Blvd, Suite 1320, Orange, CA 92868

Steven Medland (CRD# 4421065) is an Investment Advisor Representative working at Tabr Capital Management, LLC in Orange, CA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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