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- Custodian
- Charles Schwab & Company · Lincoln Financial · Wells Fargo · Wilmington Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-16-2014
- Office Locations
- 1
Office Locations
About Tobin Investment Planning LLC
Tobin Investment Planning LLC is an independent, fiduciary RIA serving Greater Philadelphia. The firm provides investment management and comprehensive planning for families—often attorneys, small business owners, and pre-/near-retirees. Portfolios emphasize public funds and ETFs and may incorporate DFA and index strategies, with custody support including Schwab. Offers a Personal Document Locator to help clients organize key financial records.
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Owner & Executives
DAVID MORRIS TOBIN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2379401
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,986,169 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,986,169 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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