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TOBIAS FINANCIAL ADVISORS
1000 S. Pine Island Road
Suite 450
Plantation, Florida 33324
Tel: 954-424-1660
About TOBIAS FINANCIAL ADVISORS
TOBIAS FINANCIAL ADVISORS, formally registered with the SEC as TOBIAS FINANCIAL ADVISORS. The firm was established in 02/27/1989. They have over 3 offices throughout the country.
TOBIAS FINANCIAL ADVISORS is a Plantation, Florida based Financial Planning firm with nearly $756,160,000 assets under management, offering retirement planning & investment advisory services to 1815 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104711 |
| SEC# | 801-33972 |
| Assets Managed by Firm | $756,160,000 |
| No. of Clients | 1815 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (RETIREMENT PLAN ADVISORY SERVICE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1815 | $756,160,000 |
| Individuals (other than high net worth individuals) | 114 | $54,580,000 |
| High net worth individuals | 209 | $679,050,000 |
| Pension and profit sharing plans | 7 | $22,530,000 |
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