TOBIAS FINANCIAL ADVISORS, INC.

TOBIAS FINANCIAL ADVISORS
PLANTATION, Florida·6 registered advisors·CRD# 104711
SEC# 801-339722954-424-1660
01

Firm Overview

AUM
$756M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TOBIAS FINANCIAL ADVISORS, INC.

6 registered advisors
Benjamin Alan Tobias
PLANTATION, Florida
Catalina Maria Franco-Cicero
PLANTATION, Florida
Edgar Nmn Collado
PLANTATION, Florida
Marianela Nmn Collado
PLANTATION, Florida
Matthew David Saneholtz
PLANTATION, Florida
Yesenia Realejo
PLANTATION, Florida
05

Office Locations

PLANTATION, Florida
6 advisors

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Data sourced from SEC Form ADV filings. TOBIAS FINANCIAL ADVISORS, INC. (CRD# 104711) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.