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TFO WEALTH PARTNERS
MAUMEE, OH
419-891-9999
SEC #801-62074Total AUM
$5.7B
Employees
67Clients
1,986Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1440 ARROWHEAD DRIVE
MAUMEE
OH 43537
United States
MAUMEE
OH 43537
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
419-891-9999
Other Offices
11
Financials
Total AUM
$5.7B
Accounts
5,341Discretionary
$5.6B
Accounts
5,285Non-Discretionary
$45.1M
Accounts
56
Clients
Individual Clients
895AUM
$269.6M
HNW Individual Clients
920AUM
$4.7B
Pension/Profit Sharing Plan Clients
125AUM
$443.3M
Charitable Organization Clients
27AUM
$179.2M
Corporation or Business Clients
19AUM
$88.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCFLGAHIILINKYLAMAMDMIMNMONCNHNJNYOHPASCSDTNTXVAWA
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.