Tfo Wealth Partners
Tfo Wealth Partners (CRD# 124407) is a financial advisory firm headquartered in Maumee, OH. They manage $3,932,496,226 in 4,670 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management3,932MILLION
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Total Number of Accounts4,670ACCOUNTS
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Average Account Value$842,076
- 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
David Sherman (CRD# 5215565) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 17 years of experience in the finance industry.
Sarah Sherwin (CRD# 5486461) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 15 years of experience in the finance industry.
Stephanie Smith-Tremoulis (CRD# 5000149) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 18 years of experience in the finance industry.
Adele Sobieszczanski (CRD# 4429167) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 9 years of experience in the finance industry.
Tad Sobieszczanski (CRD# 6708904) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 7 years of experience in the finance industry.
Angelo Spinazze (CRD# 6830530) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 6 years of experience in the finance industry.
Nicholas Sponseller (CRD# 6548960) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 6 years of experience in the finance industry.
Christopher Winters (CRD# 3137928) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 18 years of experience in the finance industry.
Nathan Aloi (CRD# 7759019) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has 1 year of experience in the finance industry.
Nicholas Bader (CRD# 7787128) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has 1 year of experience in the finance industry.