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PALADIN RESEARCH REPORT FOR:

Robert Kargenian

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Telephone Advisor
714.704.9180

I. Snapshot

A. Registry Member
  • Since 2007
B. Years of Experience
  • 26
C. College Degrees
  • Cal State Fullerton - B.A. in Sports Administration
D. Certifications
  • CMT®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Self-discovery is an important component of financial planning. We help you unearth your needs, goals and risk tolerance before making any investment decisions. Then we create a blueprint for your financial well-being, building your retirement and financial independence brick-by-brick, based on sturdy planning. As independent, fee-only advisors, we take a disciplined, risk-management approach which removes the emotions from investing. We care about your personal dreams and are committed to providing exceptional client service. You can focus on living your life because we're focused on your financial goals. Enjoy the clarity, calm and confidence that comes from knowing your assets and financial future are in the hands of trustworthy experts.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 500 N. State College Blvd.
    Ste 1320
    Orange, California, 92868
C. Telephone
  • 714.704.9180

III. Internet

A. Visit Website

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Relationship to Firm
  • Owner
C. Name of RIA
  • TABR Capital Management
D. Name of Broker/Dealer
  • Did Not Answer
E. Name(s) of Custodian(s)
  • Fidelity Institutional

V. Credentials

A. Years of Financial Experience
  • 26 Years
B. College, Degrees, Years
  • Cal State Fullerton - B.A. in Sports Administration
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Market Technicians Association

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Did Not Answer
D. Registration & License Numbers
  • CRD: 1038418
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Self-discovery is an important component of financial planning. We help you unearth your needs, goals and risk tolerance before making any investment decisions. Then we create a blueprint for your financial well-being, building your retirement and financial independence brick-by-brick, based on sturdy planning. As independent, fee-only advisors, we take a disciplined, risk-management approach which removes the emotions from investing. We care about your personal dreams and are committed to providing exceptional client service. You can focus on living your life because we're focused on your financial goals. Enjoy the clarity, calm and confidence that comes from knowing your assets and financial future are in the hands of trustworthy experts.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • 250
D. Assets (Management, Advisement)
  • $160,000,000
E. Methods of Compensation
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Did Not Answer
G. Types of Reports (Frequency)
  • Performance (Quarterly)
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Did not answer
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews

IX. Certification

Advisor Name
  • Robert Kargenian
Most Recent Update:
  • Oct 23, 2017

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