Toba Financial
RIAState Registered
Total AUM
$956K
Discretionary
$0
0% of AUM
Avg account
$95.6K
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 323181
- Website
- www.jasoncutitta.com
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Toba Financial is an independently owned LLC-style registered investment adviser operating out of Hawaii. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. It describes itself as a capital allocator and charges clients via a blend of percentage-of-AUM and fixed fees. Toba Financial does not position itself as an active ESG investor and is not set up as a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations