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TFO FAMILY OFFICE PARTNERS
5060 North 40th Street
Suite 200
Phoenix, Arizona 85018
Tel: 602-466-2611
About TFO FAMILY OFFICE PARTNERS
TFO FAMILY OFFICE PARTNERS, formally registered with the SEC as TFO FAMILY OFFICE PARTNERS. The firm was established in 11/08/2011. They have over 3 offices throughout the country.
TFO FAMILY OFFICE PARTNERS is a Phoenix, Arizona based Financial Planning firm with nearly $3,824,063,292 assets under management, offering retirement planning & investment advisory services to 1868 clients. The firm is staffed with 75 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159440 |
| SEC# | 801-72840 |
| Assets Managed by Firm | $3,824,063,292 |
| No. of Clients | 1868 |
| No. of Advisors | 75 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PERCENTAGE OF NET WORTH)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1868 | $3,824,063,292 |
| Individuals (other than high net worth individuals) | 29 | $12,007,312 |
| High net worth individuals | 180 | $3,760,275,417 |
| Charitable organizations | 50 | $51,780,563 |
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