Tfo Phoenix, Inc.

Tfo Phoenix, Inc. (CRD# 159440) is a financial advisory firm headquartered in Phoenix, AZ. They manage $2,771,245,905 in 1,225 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,771
    MILLION
  • Total Number of Accounts
    1,225
    ACCOUNTS
  • Average Account Value
    $2,262,242
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, IL, MO, TX

Financial Advisors at Tfo Phoenix, Inc.
Showing 11 - 19 of 19 top financial advisors.
11
Connor C. Humphrey
CRD#: 5769897
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Connor Humphrey (CRD# 5769897) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 9 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.

12
Kim K. Llumiquinga
CRD#: 4800111
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Kim Llumiquinga (CRD# 4800111) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 15 years of experience in the finance industry.

13
Mason G. Longstreth
CRD#: 5275097
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Mason Longstreth (CRD# 5275097) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 13 years of experience in the finance industry. Mason Longstreth 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.

14
Sara M. Mercer
CRD#: 5804787
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Sara Mercer (CRD# 5804787) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 9 years of experience in the finance industry.

15
Damon T. Miller
CRD#: 4131556
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Damon Miller (CRD# 4131556) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 13 years of experience in the finance industry.

16
Dahl T. Salmon
CRD#: 6357459
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Dahl Salmon (CRD# 6357459) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 5 years of experience in the finance industry. Dahl Salmon 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.

17
Eric J. Voita
CRD#: 4770388
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Eric Voita (CRD# 4770388) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 15 years of experience in the finance industry.

18
Jacqueline F. Weflen
CRD#: 4916877
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Jacqueline Weflen (CRD# 4916877) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 11 years of experience in the finance industry.

19
Mark Rizvi
CRD#: 6953734
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Mark Rizvi (CRD# 6953734) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry.

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