DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > massachusetts > haverhill
TOBIAS FINANCIAL ADVISORS
Tel: 954-424-1660
1000 S. Pine Island Road Suite 450
Plantation, Florida 33324
TOBIAS FINANCIAL ADVISORS
TOBIAS FINANCIAL ADVISORS is a Plantation, Florida based financial advisory firm with nearly $756,160,000 in assets under management and provides investment advisory services for 1815 clients. There are currently 21 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Other (RETIREMENT PLAN ADVISORY SERVICE)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
104711
SEC#:
801-33972
No. of Clients:
1815
Assets under Management
$756,160,000
No. of Advisors:
21
More Financial Advisory Firms in Plantation, Massachusetts
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | 1264 |
| WELLINGTON MANAGEMENT COMPANY LLP | 106595 | 2021 |
| GEODE CAPITAL MANAGEMENT, LLC | 115504 | 161 |
| SSGA FUNDS MANAGEMENT, INC. | 111242 | 243 |
| STRATEGIC ADVISERS LLC | 104555 | 269 |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 288590 | 15424 |
More Firms in Plantation, Massachusetts >>