Tobias Financial Advisors Inc
Legal Name: TOBIAS FINANCIAL ADVISORS, INC.
Full Contact Details
Tobias Financial Advisors Inc
1000 S. PINE ISLAND ROAD, SUITE 250, PLANTATION, FL
954-424-1660
954-424-9545
Other Info
Tobias Financial Advisors, Inc. is a Florida-based corporation with 10 employees, seven of whom serve in advisory roles. The company is currently approved by the U.S. Securities and Exchange Commission, with a registration date of February 27th, 1989, and serves three clients.
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%