Tobias Financial Advisors, Inc.
● SEC registered since 1989CRD 104711SEC# 801-33972Plantation, FL
Reg. AUM
$1.19B
Employees
26
Accounts
2,178
Location
Plantation, FL
Tobias Financial Advisors, Inc. assets under management
Tobias Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Plantation, FL. The firm has been registered since 1989. It reports $1.2 billion in regulatory assets under management and employs 26 people.
Tobias Financial Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edgar Nmn Collado Control | Chief Compliance Officer, Chief Financial Officer & Chief Operations Officer | 10-25% | 2017 |
| Marianela Nmn Collado Control | Chief Executive Officer | 50-75% | 2016 |
| Matthew David Saneholtz Control | President | 25-50% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Tobias Financial Advisors, Inc. manage?
Tobias Financial Advisors, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Tobias Financial Advisors, Inc. have?
Tobias Financial Advisors, Inc. reports 26 employees.
Where is Tobias Financial Advisors, Inc. located?
Tobias Financial Advisors, Inc. is based in Plantation, FL and has been SEC-registered since 1989.
Does Tobias Financial Advisors, Inc. disclose fund performance?
Tobias Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 S. Pine Island Road, Suite 450, Plantation, FL 33324 |
| Phone | 954-424-1660 |
| Fax | 954-424-9545 |
| Office hours | 8:30a.m. To 5:00p.m. (By Appointment) |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1802080 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.19B▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$1.19Bregulatory AUM
Discretionary $1.16BNon-discretionary $28.4M