Tobias Financial Advisors Inc
Legal Name: TOBIAS FINANCIAL ADVISORS, INC.
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Tobias Financial Advisors Inc is legally known as TOBIAS FINANCIAL ADVISORS, INC.. It is a FL Corporation. This firm has 10 employees, of which 7 are employees in advisory roles. It serves 3 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 27, 1989.
HOME - www.tobiasfinancial.com
Tobias Financial Advisors provides personalized wealth management services. We are an independent firm of fee only financial planners offering a range of services including investment management, tax planning, divorce financial advisory, planning for business owners, and retirement planning in Miami…
Direct Owners
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EDGAR NMN COLLADO
CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER owns less than 5%
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MARIANELA NMN COLLADO
CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
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MATTHEW DAVID SANEHOLTZ
PRESIDENT owns more than 25% but less than 50%