Tofias Financial Advisors LLC is a large advisory firm based in Cambridge. It manages $63.3 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Massachusetts.
Tofias Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tofias Financial Advisors LLC is $63.3 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tofias Financial Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Tofias Financial Advisors LLC performs its advisory services is located at 350 Massachusetts Avenue, Cambridge, MA 02139, which is also the mailing address of the firm. An additional office of the firm is in New Bedford, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-761-0600 or by fax 617-761-0601. The normal business hours are 8:30 to 5:30 on Monday - Friday. You can find more information about the New York firm at www.tofias.com.