Key facts
- TOBIAS FINANCIAL ADVISORS is a other based in PLANTATION, FL.
- TOBIAS FINANCIAL ADVISORS reports $69.6M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 104711- Regulatory AUM
- $69.6M
- Private fund assets
- —
- Private funds
- —
- Staff
- 26
- Registered office
- PLANTATION, FL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as TOBIAS FINANCIAL ADVISORS, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for TOBIAS FINANCIAL ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is TOBIAS FINANCIAL ADVISORS's AUM?
- TOBIAS FINANCIAL ADVISORS manages approximately $69.6M in assets.