Assets Under Management
$4.2B
Number of Clients
292
Number of Advisors
27
Average Client AUM
$14.3M
AUM per Advisor
$154.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
TFO Family Office Partners offers investment management, family office services, and retirement plan services. They manage portfolios using mutual funds, ETFs, and managed accounts. They also provide wealth management services, including tax planning, financial planning, and insurance analysis. Family office services include private investment analysis and coordination with other service providers.
5060 North 40th Street, Suite 200, Phoenix, AZ, 85018