# TOFIAS FINANCIAL ADVISORS LP

TOFIAS FINANCIAL ADVISORS LP of CAMBRIDGE, MA is an SEC-registered investment adviser.

## Registration

- CRD: 105025
- Type: SEC-registered investment adviser
- SEC file number: 801-50599
- Location: 350 MASSACHUSETTS AVENUE, CAMBRIDGE, MA, 02139
- Phone: 617-761-0600
- Latest filing: 2008-04-15
- Regulatory AUM: $101.6M
- Discretionary AUM: $32.5M
- Non-discretionary AUM: $69.1M
- Clients: 1
- Accounts: 189

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| HAYES JAMES C | DIRECTOR/SHAREHOLDER; SHAREHOLDER | — |
| CHAN ANDREW | CHIEF COMPLIANCE OFFICER | — |
| GALLAGHER TRACY | PRESIDENT; TREASURER | — |
| ATTARDO BARBARA CARROLL | DIRECTOR; DIRECTOR; CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| MILKOVITS BETH SEARING | CHIEF COMPLIANCE OFFICER | — |
| DAISY WILLIAM E | SHAREHOLDER | — |
| KROZY KENNETH | DIRECTOR/SHAREHOLDER; SHAREHOLDER | — |
| WEBBER JAY L | DIRECTOR/SHAREHOLDER; PRESIDENT/SHAREHOLDER; SHAREHOLDER/PRESIDENT | — |
| ZITO FRANK R | DIRECTOR/SHAREHOLDER; SHAREHOLDER | — |
| EISENBERG TODD | SHAREHOLDER | — |
| GINSBERG LARRY | SHAREHOLDER | — |
| KAPLAN BERNIE | DIRECTOR/SHAREHOLDER | — |
| SULLIVAN DAVE | SHAREHOLDER | — |
| SWAN DAVE | SHAREHOLDER | — |
| MEAD JEFFREY E | DIRECTOR/SHAREHOLDER | — |
| NESSON PETER B | DIRECTOR/SHAREHOLDER | — |
| SIENKIEWICZ PAUL H | DIRECTOR/SHAREHOLDER | — |
| ATTARDO BARBARA C | SHAREHOLDER | — |
| MAGILLIGAN JOHN FRANCIS | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105025/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105025/similar
- Related entities: https://search.stillhousedata.com/firm/105025/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105025

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.