TFO FAMILY OFFICE PARTNERS, INC.

TFO FAMILY OFFICE PARTNERS
PHOENIX, Arizona·1 registered advisor·CRD# 159440
SEC# 801-728402602-466-2611
01

Firm Overview

AUM
$3.8B
Regulatory assets under management
Employees
75
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF NET WORTH
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TFO FAMILY OFFICE PARTNERS, INC.

1 registered advisor
Scott Michael Horn
PHOENIX, Arizona
05

Office Locations

PHOENIX, Arizona
1 advisor

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Data sourced from SEC Form ADV filings. TFO FAMILY OFFICE PARTNERS, INC. (CRD# 159440) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.