Tfo Family Office Partners

Tfo Family Office Partners (CRD# 159440) is a financial advisory firm headquartered in Phoenix, AZ. They manage $3,340,454,739 in 1,685 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,340
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Tfo Family Office Partners
Showing 1 - 10 of 20 top financial advisors.
1
David A. Bloom
CRD#: 5529999
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

David Bloom (CRD# 5529999) 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.

2
Emily E. Bolick
CRD#: 6225467
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Emily Bolick (CRD# 6225467) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 10 years of experience in the finance industry.

3
Charles R. Carroll
CRD#: 2595125
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Charles Carroll (CRD# 2595125) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 29 years of experience in the finance industry.

4
Brittany L. Genzale
CRD#: 5030284
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Brittany Genzale (CRD# 5030284) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 18 years of experience in the finance industry.

5
Jill A. Herbert
CRD#: 3254812
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Jill Herbert (CRD# 3254812) 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.

6
Christopher K. Hess
CRD#: 4669146
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Christopher Hess (CRD# 4669146) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 20 years of experience in the finance industry.

7
Scott M. Horn
CRD#: 4590725
5060 North 40th Street, Suite 200, Phoenix, AZ 85018

Scott Horn (CRD# 4590725) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 21 years of experience in the finance industry.

8
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 Family Office Partners in Phoenix, AZ and has over 13 years of experience in the finance industry.

9
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 Family Office Partners in Phoenix, AZ and has over 19 years of experience in the finance industry.

10
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 Family Office Partners in Phoenix, AZ and has over 16 years of experience in the finance industry.

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