Tfo Phoenix, Inc.
Tfo Phoenix, Inc. (CRD# 159440) is a financial advisory firm headquartered in Phoenix, AZ. They manage $3,340,454,739 in 1,685 accounts and serve the financial needs of clients across 15 states (or territories).
-
Total Assets Under Management3,340MILLION
-
Total Number of Accounts1,685ACCOUNTS
-
Average Account Value$1,982,466
- 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, MO, NV, NY, OR, SD, TX, WA
Damon Miller (CRD# 4131556) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 16 years of experience in the finance industry.
Jake Moller (CRD# 6684740) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry. Jake Moller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Eric Voita (CRD# 4770388) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 19 years of experience in the finance industry.
Jacqueline Weflen (CRD# 4916877) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 14 years of experience in the finance industry.
Meili Barlow (CRD# 7184939) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry.
William Cummings (CRD# 7074683) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry. William Cummings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Zachary Grant (CRD# 6690686) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 6 years of experience in the finance industry. Zachary Grant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Caleb Rutter (CRD# 7559772) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry.
Lucas Severo (CRD# 7401675) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 2 years of experience in the finance industry.