Matthew
Saneholtz
Tobias Financial Advisors
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About this Advisor
Matthew Saneholtz is a financial advisor based in Fort Lauderdale, Florida, working with Tobias Financial Advisors. Matthew has previously held a position at Tobias Financial Advisors and is registered to provide services in Florida and Texas. Currently, Matthew is part of Tobias Financial Advisors, which operates out of Fort Lauderdale, Florida. The firm has 2 offices and 21 employees. The firm manages assets totaling $756.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Tobias Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tobias Financial Advisors Brokerage Details
$756,160,000
21
1,815
$416,617
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Matthew Saneholtz Work History
Tobias Financial Advisors
Disclosures
Please visit the SEC profile of Matthew Saneholtz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tobias Financial Advisors
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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