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Scott Michael Horn

TFO FAMILY OFFICE PARTNERS, INC.·PHOENIX, Arizona
Series 7, Series 63, Series 65Clean record23 years registeredTFO FAMILY OFFICE PARTNERS, INC.
5060 NORTH 40TH STREET, PHOENIX, AZ 85018CRD# 4590725Firm CRD# 159440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Michael Horn · PHOENIX, AZ
Registration
CRD #4590725 · TFO FAMILY OFFICE PARTNERS, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

TFO FAMILY OFFICE PARTNERS
Jan 2012 – present
GENSPRING FAMILY OFFICES, LLC
Feb 2008 – Nov 2011
GREENWICH, CT
INLIGN WEALTH MANAGEMENT, LLC
Sep 2002 – May 2008
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · September 23, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TFO FAMILY OFFICE PARTNERS, INC.
CRD 159440 · SEC 801-72840
AUM
$3.8B
Regulatory assets under management
Employees
75
1,868 client accounts
Services offered by TFO FAMILY OFFICE PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at TFO FAMILY OFFICE PARTNERS, INC. →
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05

Frequently Asked Questions

What services does Scott Michael Horn offer?
Scott Michael Horn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Scott Michael Horn's credentials?
Scott Michael Horn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Michael Horn located?
Scott Michael Horn is based in PHOENIX, Arizona, working with TFO FAMILY OFFICE PARTNERS, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Scott Michael Horn charge for services?
Scott Michael Horn's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TFO FAMILY OFFICE PARTNERS, INC.?
TFO FAMILY OFFICE PARTNERS, INC. has approximately 75 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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