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TFO FAMILY OFFICE PARTNERS
TFO FAMILY OFFICE PARTNERS, LLC
CRD 159440 · SEC 801-72840
5060 NORTH 40TH STREET, SUITE 200, PHOENIX, AZ, 85018, United States
Phone
602-466-2611
Fax
602-466-2601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.04B
Discretionary AUM
$5.01B
Team
88 total employees; 47 advisory reps; 14 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF NET WORTH
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsFAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $9.8M |
| High net worth individuals | 231 | $4.96B |
| Charitable organizations | 61 | $69.3M |
States served
AL, AZ, CA, CO, DE, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, NE, NV, NY, NC, ND, OH, OR, SC, UT, WI, MO, WA, TX, NH, HI, FL, SD
All web addresses on file
Official SEC filing: View on IAPD