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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