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