TOFIAS FINANCIAL ADVISORS LP
CRD #105025 SEC #801-50599 CAMBRIDGE, MA 617-761-0600
SEC Registered
Total AUM
$84.2M
Discretionary
$31.6M
Employees
5
Clients
51
Accounts
202
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2008 | $101.6M | $32.5M | $69.1M | 5 | -- |
| Mar 2007 | $84.2M | $31.6M | $52.6M | 5 | -- |
| Mar 2007 | $84.2M | $31.6M | $52.6M | 5 | -- |
| Nov 2006 | $108.4M | $23.3M | $85.1M | 5 | -- |
| Feb 2005 | $83.9M | $23.1M | $60.8M | 5 | -- |
| Feb 2005 | $72.6M | $16.5M | $56.1M | 5 | -- |
| Mar 2004 | $83.9M | $23.1M | $60.8M | 5 | -- |
DateMar 2008
Total AUM$101.6M
Discretionary$32.5M
Non-Disc.$69.1M
Employees5
Clients--
DateMar 2007
Total AUM$84.2M
Discretionary$31.6M
Non-Disc.$52.6M
Employees5
Clients--
DateMar 2007
Total AUM$84.2M
Discretionary$31.6M
Non-Disc.$52.6M
Employees5
Clients--
DateNov 2006
Total AUM$108.4M
Discretionary$23.3M
Non-Disc.$85.1M
Employees5
Clients--
DateFeb 2005
Total AUM$83.9M
Discretionary$23.1M
Non-Disc.$60.8M
Employees5
Clients--
DateFeb 2005
Total AUM$72.6M
Discretionary$16.5M
Non-Disc.$56.1M
Employees5
Clients--
DateMar 2004
Total AUM$83.9M
Discretionary$23.1M
Non-Disc.$60.8M
Employees5
Clients--