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Tobias Financial Advisors, Inc.

● SEC registered since 1989CRD 104711SEC# 801-33972Plantation, FL
Export (members)
Reg. AUM
$892.2M
Employees
25
Accounts
1,967
Location
Plantation, FL

Tobias Financial Advisors, Inc. assets under management

Tobias Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Plantation, FL. The firm has been registered since 1989. It reports $892.2 million in regulatory assets under management and employs 25 people.
www.linkedin.com/company/tobias-financial-advisors-incView on SEC.gov ↗

Tobias Financial Advisors, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Edgar Nmn Collado ControlChief Compliance Officer, Chief Financial Officer & Chief Operations Officer10-25%2017
Marianela Nmn Collado ControlChief Executive Officer50-75%2016
Matthew David Saneholtz ControlPresident25-50%2016
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Frequently asked questions

How much does Tobias Financial Advisors, Inc. manage?

Tobias Financial Advisors, Inc. reports $892.2 million in regulatory assets under management on its Form ADV.

How many employees does Tobias Financial Advisors, Inc. have?

Tobias Financial Advisors, Inc. reports 25 employees.

Where is Tobias Financial Advisors, Inc. located?

Tobias Financial Advisors, Inc. is based in Plantation, FL and has been SEC-registered since 1989.

Does Tobias Financial Advisors, Inc. disclose fund performance?

Tobias Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1000 S. Pine Island Road, Suite 450, Plantation, FL 33324
Phone954-424-1660
Fax954-424-9545
Office hours8:30a.m. To 5:00p.m. (By Appointment)
SEC regionMiami Regional Office (MIRO)
CIK1802080
Discloses disciplinary historyNo

Assets under management

Discretionary$867.1M
Non-discretionary$25.2M
Total (RAUM)$892.2M