Tobin Investment Planning LLC

Tobin Investment Planning LLC (CRD# 172432) is a financial advisory firm headquartered in , . They manage $28,540,018 in 61 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $467,869
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, NJ, PA

Financial Advisors at Tobin Investment Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
David M. Tobin
CRD#: 2379401
Yardley, PA

David Tobin (CRD# 2379401) is an Investment Advisor Representative working at Tobin Investment Planning LLC in Yardley, PA and has over 28 years of experience in the finance industry.

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