Sarah
Tobolski

William Blair

CRD#6178351
Investment Advisor
in Chicago, IL

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About this Advisor

Sarah Tobolski is a financial advisor based in Chicago, Illinois, working with William Blair. Sarah has previously held positions at William Blair, Dimeo Schneider, and Ellwood Associates. Sarah has passed the Series 63 regulatory exam and is registered to provide services in Illinois. Currently, Sarah is part of William Blair, which operates out of Chicago, Illinois. The firm has 9 offices and 440 employees. The firm manages assets totaling $50.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at William Blair includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

The William Blair Building 150 North Riverside
Chicago, IL 60606-1594

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William Blair Brokerage Details

Total Assets Under Management

$49,981,350,919

IL Average: $6,674,516,078
Total Number of Employees

440

IL Average: 44
Total Number of Accounts

49,755

IL Average: 2,564
Average Account Size

$1,004,549

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Sarah Tobolski Work History

2017 - Present (7 years)

William Blair

2014 - 2017 (3 years)

Dimeo Schneider

2013 - 2014 (1 year)

Ellwood Associates

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sarah Tobolski 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 William Blair & Company L.L.C

Douglas Kryscio
Chicago, IL
Jennifer Raketich
Chicago, IL
Zachary Fernberger
Chicago, IL
Tyler Glover
Chicago, IL
David Amar
Chicago, IL
Ashley Mcguinness
Chicago, IL
Adam Pusinelli
Chicago, IL
Payton Hoag
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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