EI
Erin Itkoe
from Tarbox Family Office, Inc.
Erin Itkoe is a financial advisor based in California, Newport Beach,
with 20 years of experience. Erin currently works for
Tarbox Family Office, Inc..
Erin maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Erin Itkoe works at Tarbox Family Office, Inc.
Tarbox Family Office, Inc. is a financial advisory firm based in Newport Beach, California. It currently has approximately $758,756,998 of assets under management and employs about 11 people. Tarbox Family Office, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
500 Newport Center Drive, Ste 500, Newport Beach, California, 92660
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