Connor Humphrey, financial advisor Phoenix AZ

Connor Humphrey

CRD Number: 5769897
Current Firm: Tfo Family Office Partners

Connor Humphrey (CRD# 5769897) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 13 years of experience in the finance industry. Connor Humphrey 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.

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Professional Designations
Company Name Location Dates Years
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix, AZ Jun 2015 - Current 8
Gresham Partners, LLC Chicago, IL Dec 2013 - May 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Connor C. Humphrey
Phone Number: 602-466-2611
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    3,340
    MILLIONS
  • Total Number of Accounts
    1,685
    ACCOUNTS
  • Average Account Value
    $1,982,466
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AZ, CA, CO, DE, FL, IL, MD, MN, MO, NC, NV, NY, OR, SD, TX, WA, WI

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