Tfo Family Office Partners
Tfo Family Office Partners (CRD# 159440) is a financial advisory firm headquartered in Phoenix, AZ. They manage $3,824,063,292 in 1,868 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management3,824MILLION
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Total Number of Accounts1,868ACCOUNTS
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Average Account Value$2,047,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DE, FL, IL, MD, MN, MO, NC, NV, NY, OR, SD, TX, WA, WI
David Bloom (CRD# 5529999) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 15 years of experience in the finance industry.
Emily Bolick (CRD# 6225467) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 10 years of experience in the finance industry.
Charles Carroll (CRD# 2595125) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 29 years of experience in the finance industry.
Brittany Genzale (CRD# 5030284) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 18 years of experience in the finance industry.
Jill Herbert (CRD# 3254812) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 19 years of experience in the finance industry.
Christopher Hess (CRD# 4669146) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 20 years of experience in the finance industry.
Scott Horn (CRD# 4590725) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 21 years of experience in the finance industry.
Connor Humphrey (CRD# 5769897) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 13 years of experience in the finance industry.
Kim Llumiquinga (CRD# 4800111) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 19 years of experience in the finance industry.
Mason Longstreth (CRD# 5275097) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 17 years of experience in the finance industry.