|
⚲
|
| Tobias Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 104711 |
| SEC # | 801-33972 |
| CIK # | 0001802080 |
| AUM | $641.0 MM (2023-03-27) |
| Employees | 19 (37% Investors, 0% Brokers) |
| Phone | 954-424-1660 |
| Address | 1000 S Pine Island Road Plantation, FL 33324 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 72.0 |
| (b) Individuals (high net worth individuals) | 176 | 549.0 |
| (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 | 5 | 20.0 |
| (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 | 1,690 | 641.0 |
| By Discretionary | ||
| Discretionary | 1,689 | 622.0 |
| Non-Discretionary | 1 | 19.0 |
| Total | 1,690 | 641.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 47.0 | |
| United States Persons | 594.0 | |
| Total | 1,690 | 641.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001802080] |
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MD | 0.6 |
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TX | 0.6 |
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WA | 0.6 |
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IN | 0.6 |