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Building 2TFO FAMILY OFFICE PARTNERS

Map pinPHOENIX, AZ
Phone602-466-2611
NotebookSEC #801-72840
Total AUM
$5B
Employees
88
Clients
306

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5060 NORTH 40TH STREET
SUITE 200
PHOENIX
AZ 85018
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
602-466-2611
Other Offices
2

ReceiptFinancials

Total AUM
$5B
Accounts
1,939
Discretionary
$5B
Accounts
1,927
Non-Discretionary
$23.6M
Accounts
12

ContactClients

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Individual Clients
14
AUM
$9.8M
HNW Individual Clients
231
AUM
$5B
Charitable Organization Clients
61
AUM
$69.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial 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
PERCENTAGE OF NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACODEFLHIIAIDILINKSKYLAMAMDMIMNMONCNDNENHNVNYOHORSCSDTXUTWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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