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| Happy Holidays!! thanks for using AUM13F!! |
| Tobias Financial Advisors Inc
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|---|---|
| CRD # | 104711 |
| SEC # | 801-33972 |
| CIK # | 0001802080 |
| AUM | $892.2 M (2025-07-08) |
| Employees | 25 (32% Investors, 0% Brokers) |
| Phone | 954-424-1660 |
| Address | 1000 S Pine Island Road Plantation, FL 33324 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 62.8 |
| (b) Individuals (high net worth individuals) | 215 | 743.0 |
| (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 | 10 | 31.6 |
| (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 | 54.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,967 | 892.2 |
| By Discretionary | ||
| Discretionary | 1,965 | 867.1 |
| Non-Discretionary | 2 | 25.2 |
| Total | 1,967 | 892.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 60.1 | |
| United States Persons | 832.1 | |
| Total | 1,967 | 892.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802080] |
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|---|---|---|
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✚
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0.9 | |
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Strategic Investment Solutions Inc
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IL | 0.9 |
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Legacy Edge Advisors LLC
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NY | 0.9 |
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American Financial Advisors LLC
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GA | 0.9 |
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MS | 0.9 |
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Capital Investment Counsel Inc
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NC | 0.9 |
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Sachetta LLC
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MA | 0.9 |
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Lugano Financial Advisors Sa
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0.9 | |
|
Maryland Financial Group Inc
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CA | 0.9 |