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TOBIAS FINANCIAL ADVISORS
TOBIAS FINANCIAL ADVISORS, INC.
CRD 104711 · SEC 801-33972
1000 S. PINE ISLAND ROAD, SUITE 450, PLANTATION, FL, 33324, United States
Phone
954-424-1660
Fax
954-424-9545
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.19B
Discretionary AUM
$1.16B
Team
26 total employees; 9 advisory reps; 4 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)RETIREMENT PLAN ADVISORY SERVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $90.7M |
| High net worth individuals | 232 | $1.01B |
| Pension/profit sharing plans | 9 | $35.1M |
States served
CA, GA, LA, MD, MA, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD