Tfo Family Office Partners
Tfo Family Office Partners (CRD# 159440) is a financial advisory firm headquartered in Phoenix, AZ. They manage $3,824,063,292 in 1,868 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management3,824MILLION
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Total Number of Accounts1,868ACCOUNTS
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Average Account Value$2,047,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AL, AZ, CA, CO, DE, FL, IL, MD, MN, MO, NC, NV, NY, OR, SD, TX, WA, WI
Damon Miller (CRD# 4131556) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 17 years of experience in the finance industry.
Jake Moller (CRD# 6684740) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has 1 year of experience in the finance industry.
Eric Voita (CRD# 4770388) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 19 years of experience in the finance industry.
Jacqueline Weflen (CRD# 4916877) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 15 years of experience in the finance industry.
Meili Barlow (CRD# 7184939) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 4 years of experience in the finance industry.
Benjamin Buri (CRD# 7769738) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has 1 year of experience in the finance industry.
William Cummings (CRD# 7074683) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 4 years of experience in the finance industry.
Zachary Grant (CRD# 6690686) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 7 years of experience in the finance industry.
Caleb Rutter (CRD# 7559772) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has 1 year of experience in the finance industry.
Lucas Severo (CRD# 7401675) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 2 years of experience in the finance industry.