Robert
Kargenian
Tabr Capital Management, LLC
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About this Advisor
Robert Kargenian is a financial advisor based in Orange, California, working with Tabr Capital Management, LLC. Robert has previously held a position at Tabr Capital Management, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Robert is part of Tabr Capital Management, LLC, which operates out of Orange, California. The firm has 2 offices and 4 employees. The firm manages assets totaling $203.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Tabr Capital Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tabr Capital Management, LLC Brokerage Details
$203,439,041
4
655
$310,594
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Robert Kargenian Work History
Tabr Capital Management, LLC
Disclosures
Please visit the SEC profile of Robert Kargenian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tabr Capital Management, LLC
Orange, CA
Orange, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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