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TOBIAS FINANCIAL ADVISORS

TOBIAS FINANCIAL ADVISORS

Tel: 954-424-1660 1000 S. Pine Island Road Suite 450 Plantation, Florida 33324

About TOBIAS FINANCIAL ADVISORS

TOBIAS FINANCIAL ADVISORS is a Plantation, Florida based financial advisory firm with nearly $756,160,000 in assets under management and provides investment advisory services for 1815 clients. There are currently 21 financial advisors at the firm.

General Information
Firm CRD#:

104711

Firm SEC#:

801-33972

Assets Under Management:

$756,160,000

No. of Clients:

1815

No. of Advisors:

21

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Other (RETIREMENT PLAN ADVISORY SERVICE)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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