Tfo Wealth Partners
Tfo Wealth Partners (CRD# 124407) is a financial advisory firm headquartered in Maumee, OH. They manage $3,935,223,389 in 4,670 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management3,935MILLION
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Total Number of Accounts4,670ACCOUNTS
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Average Account Value$842,660
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
AZ, CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, SD, TN, TX, VA, WA
Megan Cameron (CRD# 6644533) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 7 years of experience in the finance industry.
Bruce Cartwright (CRD# 6641812) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 5 years of experience in the finance industry.
Christopher Erblich (CRD# 4731912) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 19 years of experience in the finance industry.
Brady Fineske (CRD# 4509147) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 21 years of experience in the finance industry.
James Herrick (CRD# 4952836) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 14 years of experience in the finance industry.
Melanie Hitchen (CRD# 3082498) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 9 years of experience in the finance industry.
Michael Miller (CRD# 5607065) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 14 years of experience in the finance industry.
Scott Morgan (CRD# 6548325) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 8 years of experience in the finance industry.
Steven Schwartz (CRD# 1245360) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 39 years of experience in the finance industry.
Donald Scott (CRD# 6657760) is an Investment Advisor Representative working at Tfo Wealth Partners in Phoenix, AZ and has over 8 years of experience in the finance industry.