Tobias Financial Advisors is an investment advisor in Plantation with $650.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
591961720
SEC advisor number
801-33972
FINRA CRD number
104711
AUM ?
$641.00 mm
(as of 27 Mar 23)
Accounts
1,690
(as of 27 Mar 23)
Employees
19
(7 investment advisory or research)
Address
Tobias Financial Advisors
1000 S. PINE ISLAND ROAD
SUITE 250
PLANTATION
FL 33324
1000 S. PINE ISLAND ROAD
SUITE 250
PLANTATION
FL 33324
Phone
954-424-1660
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21