Tobias Financial Advisors
Firm details
- Headquarters
- Plantation, Florida
- CRD number
- 104711
- Registered since
- February 27, 1989
- Website
- tobiasfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85%
- Individuals7.61%
- Corporations / Businesses4.38%
- Pension & Profit Sharing Plans2.95%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tobias Financial Advisors is an independent registered investment adviser organized as a corporation and operating since 1989. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Tobias is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state or newly formed adviser. The firm received several industry recognitions in 2020, including placement on Financial Times’ Top 300 RIA Firms list, inclusion in FA Magazine’s Top RIA Firms, and a mention among RIA firms to watch by Investor.com.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities6%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
2 of 2
Marianela Collado
CEO and Co-ownerCRD 6569237
Edgar Collado
Chief Operating OfficerCRD 3235782
Contacts
3 of 8
Matthew Saneholtz
PresidentCRD 4567961
Ursula Auger
Wealth AdvisorCRD 4006888
Franklin Gay
Wealth AdvisorCRD 7218874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$928M in ETFs
77%
$715M
23%
$213M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB) | State Street | Passive | Intermediate Core Bond | $113M | 4,428,126 | 12.17% |
Location
Plantation, FL
Broward
Location
Plantation, FL
Headquartered in Plantation, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 1000 S Pine Island Rd
- Time zone
- ET (UTC-5)
- Office locations
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