other names
  • TOBA FINANCIAL
  • TOBA FINANCIAL LLC

Adviser Profile

AUM* 956,055 1812%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 95,606 665%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees