Tobias Financial Advisors Inc

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Assets, Funds, Holdings

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Tobias Financial Advisors Inc
CRD #104711
SEC #801-33972
CIK #0001802080
AUM $756.2 MM (2024-07-01)
Employees 21 (38% Investors, 0% Brokers)
Phone954-424-1660
Address1000 S Pine Island Road
Plantation, FL 33324
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
80064048032016002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 4.4
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
1300104078052026002018202020222025
AUM Breakdown Accounts AUM ($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
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