TOBIAS FINANCIAL ADVISORS, INC.
Doing business as TOBIAS FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$1,191,064,980
Discretionary
$1,162,682,615
Non-discretionary
$28,382,365
Firm details
- CRD number
- 104711
- SEC file number
- 801-33972
- Main office
- PLANTATION, FL, United States
- Employees
- 26
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.