Tobias Financial Advisors

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Last updated: February 18th, 2020. Data source: SEC filings.

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Tobias Financial Advisors, federally registered in 1989, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 5 advisors. Tobias Financial Advisors manages $330.3 million and provides investment advisory services for 204 clients (1:41 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 11
Percentage of Advisors Trusted 60%
Minimum Investment $1,000,000
Average Client Balance $1,619,117
Total AUM $330.3 million
Advisor / Client Ratio 1:41
Headquarters Plantation, FL
SEC Filings View SEC IAPD CRD #104711
State(s) Registered CA, FL, LA, NJ, NY, TX

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.