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
Firm Details
- Organization Type
- Limited Liability Partnership
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ATTARDO, BARBARA, CARROLL | I | DIRECTOR | NA | Control |
| ATTARDO, BARBARA, CARROLL | I | DIRECTOR | NA | Control |
| ATTARDO, BARBARA, CARROLL | I | DIRECTOR | NA | Control |
| ATTARDO, BARBARA, CARROLL | I | DIRECTOR | NA | Control |
| ATTARDO, BARBARA, CARROLL | I | DIRECTOR | NA | Control |
| ATTARDO, BARBARA, CARROLL | I | DIRECTOR | NA | Control |
| ATTARDO, BARBARA, CARROLL | I | DIRECTOR | NA | Control |
| GALLAGHER, TRACY | I | TREASURER | NA | Control |
| GALLAGHER, TRACY | I | TREASURER | NA | Control |
| GALLAGHER, TRACY | I | TREASURER | NA | Control |
| GALLAGHER, TRACY | I | TREASURER | NA | Control |
| GALLAGHER, TRACY | I | TREASURER | NA | Control |
| GALLAGHER, TRACY | I | TREASURER | NA | Control |
| GALLAGHER, TRACY | I | TREASURER | NA | Control |
| MILKOVITS, BETH, SEARING | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILKOVITS, BETH, SEARING | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILKOVITS, BETH, SEARING | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILKOVITS, BETH, SEARING | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOFIAS FINANCIAL ADVISORS LLC | DE | GENERAL PARTNER | NA | Control |
| TOFIAS FINANCIAL ADVISORS LLC | DE | GENERAL PARTNER | NA | Control |
| TOFIAS FINANCIAL ADVISORS LLC | DE | GENERAL PARTNER | NA | Control |
| TOFIAS FINANCIAL ADVISORS LLC | DE | GENERAL PARTNER | NA | Control |
| TOFIAS FINANCIAL ADVISORS LLC | DE | GENERAL PARTNER | NA | Control |
| TOFIAS FINANCIAL ADVISORS LLC | DE | GENERAL PARTNER | NA | Control |
| TOFIAS FINANCIAL ADVISORS LLC | DE | GENERAL PARTNER | NA | Control |
| TOFIAS PC | DE | LIMITED PARTNER | E | Control |
| TOFIAS PC | DE | LIMITED PARTNER | E | Control |
| TOFIAS PC | DE | LIMITED PARTNER | E | Control |
| TOFIAS PC | DE | LIMITED PARTNER | E | Control |
| TOFIAS PC | DE | LIMITED PARTNER | E | Control |
| TOFIAS PC | DE | LIMITED PARTNER | E | Control |
| TOFIAS PC | DE | LIMITED PARTNER | E | Control |
Registrations
Federal
IA
Mar 28, 2007 REGISTERED
Notice Filings (2)
MA NH
Address
350 MASSACHUSETTS AVENUECAMBRIDGE, MA 2139
USA
Phone: 617-761-0600