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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2013
- Office Locations
- 1
Office Locations
About Tabar Gaul LLC
Tabar Gaul LLC is an independent financial planning and investment management firm based in Gilbert, Arizona, serving clients nationwide. The firm emphasizes low-cost, long-term portfolio construction and often recommends Vanguard for brokerage custody due to its low fees and mutual fund/ETF lineup, while allowing clients to choose the custodian. It explicitly does not sell annuities.
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Owner & Executives
HARRY WILLIAM GAUL
Chief Compliance Officer, Managing Member
- CRD
- #6255609
- Ownership
- 50% but less than 75%
Lo-An Nguyen Tabar-Gaul
Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,532,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,532,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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