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Building 2TOBIAS FINANCIAL ADVISORS

Map pinPLANTATION, FL
Phone954-424-1660
NotebookSEC #801-33972
Total AUM
$1.2B
Employees
26
Clients
385

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 S. PINE ISLAND ROAD
SUITE 450
PLANTATION
FL 33324
United States
Operating Hours
8:30AM TO 5:00PM (BY APPOINTMENT)
Monday - Friday
Phone
954-424-1660
Other Offices
5

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,178
Discretionary
$1.2B
Accounts
2,176
Non-Discretionary
$28.4M
Accounts
2

ContactClients

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Individual Clients
142
AUM
$90.7M
HNW Individual Clients
232
AUM
$1B
Pension/Profit Sharing Plan Clients
9
AUM
$35.1M
Charitable Organization Clients
1
AUM
$635.5K
Corporation or Business Clients
1
AUM
$52.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN ADVISORY SERVICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMAMDNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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