⚲
|
Tobias Financial Advisors Inc
✚
|
|
---|---|
CRD # | 104711 |
SEC # | 801-33972 |
CIK # | 0001802080 |
AUM | $756.2 MM (2024-07-01) |
Employees | 21 (38% Investors, 0% Brokers) |
Phone | 954-424-1660 |
Address | 1000 S Pine Island Road Plantation, FL 33324 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 4.4 | |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 114 | 54.6 |
(b) Individuals (high net worth individuals) | 209 | 679.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 7 | 22.5 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,815 | 756.2 |
By Discretionary | ||
Discretionary | 1,814 | 734.9 |
Non-Discretionary | 1 | 21.2 |
Total | 1,815 | 756.2 |
By Non-United States Persons | ||
Non-United States Persons | 53.7 | |
United States Persons | 702.4 | |
Total | 1,815 | 756.2 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001802080] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Rainey & Randall Investment Management Inc
✚
|
FL | 0.8 |
Giraffes Inc
✚
|
MS | 0.8 |
The Pacific Center for Financial Services
✚
|
CA | 0.8 |
Altiora Financial Group LLC
✚
|
OH | 0.8 |
William Mack & Associates Inc
✚
|
MI | 0.8 |
FSM Wealth Advisors LLC
✚
|
OH | 0.8 |
Snowwater Investment Partners LLC
✚
|
CT | 0.8 |
Talbot Financial LLC
✚
|
WA | 0.7 |
Rhame & Gorrell Wealth Management LLC
✚
|
TX | 0.7 |
Eldridge Investment Advisors Inc
✚
|
NH | 0.7 |