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TFO FAMILY OFFICE PARTNERS

PHOENIX, AZ · CRD 159440 · IAPD ↗ · tfopartners.com · 602-466-2611

$5.04BRegulatory AUM
47Advisory reps
88Employees
14Clients
11-25Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — TFO FAMILY OFFICE PARTNERS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
76
April 2026 — TFO FAMILY OFFICE PARTNERS grew from 41 to 47 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — TFO FAMILY OFFICE PARTNERS notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2025 — TFO FAMILY OFFICE PARTNERS notice-filed in HI, IA, ID, IN, KS, KY, MI, ND, OH, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
November 2024 — TFO FAMILY OFFICE PARTNERS notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
June 2024 — TFO FAMILY OFFICE PARTNERS notice-filed in LA, NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.