Kai Xiong
Investment adviser representative at Tarbox Family Office, Inc.
14 yearsExperience
1 stateRegistered in
CFADesignation
$953.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Tarbox Family Office, Inc.Mar 2023 to now
- Index Fund AdvisorsMar 2012 to Mar 2023
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tarbox Family Office, Inc.
$953.7MAssets managed
230Clients
6Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7720813
- Firm CRD
- 106079