TFO FAMILY OFFICE PARTNERS, INC.
Legal name: TFO FAMILY OFFICE PARTNERS
CRD #159440 SEC #801-72840 PHOENIX, AZ 602-466-2611
SEC Registered
Total AUM
$4.2B
Discretionary
$4.2B
Employees
80
Clients
1
Accounts
1,939
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4.2B | $4.2B | $13.7M | 80 | 11 |
| Apr 2025 | $4.2B | $4.2B | $13.7M | 80 | 11 |
| Mar 2025 | $4.2B | $4.2B | $13.7M | 80 | 11 |
| Jan 2025 | $3.8B | $3.8B | $13.4M | 75 | 7 |
| Oct 2024 | $3.8B | $3.8B | $13.4M | 75 | 7 |
| May 2024 | $3.8B | $3.8B | $13.4M | 75 | 7 |
| Mar 2024 | $3.8B | $3.8B | $13.4M | 75 | 7 |
| Dec 2023 | $3.3B | $3.3B | $12.6M | 64 | 3 |
| Sep 2023 | $3.3B | $3.3B | $12.6M | 64 | 3 |
| Aug 2023 | $3.3B | $3.3B | $12.6M | 64 | 3 |
| Aug 2023 | $3.3B | $3.3B | $12.6M | 64 | 3 |
| Aug 2023 | $3.3B | $3.3B | $12.6M | 64 | 3 |
| Aug 2023 | $3.3B | $3.3B | $12.6M | 64 | 3 |
| Apr 2023 | $3.3B | $3.3B | $12.6M | 64 | 3 |
| Mar 2023 | $3.3B | $3.3B | $12.6M | 64 | 3 |
| Mar 2023 | $3.3B | $12.6M | $3.3B | 64 | 3 |
| Jan 2023 | $3.3B | $12.6M | $3.3B | 64 | 3 |
| Sep 2022 | $3.6B | $3.6B | $13.2M | 53 | 55 |
| Jun 2022 | $3.6B | $3.6B | $13.2M | 53 | 55 |
| Mar 2022 | $3.6B | $3.6B | $13.2M | 53 | 55 |
| Jan 2022 | $2.9B | $2.9B | $11.8M | 44 | 33 |
| Jul 2021 | $2.9B | $2.9B | $11.8M | 44 | 33 |
| Jun 2021 | $2.9B | $2.9B | $11.8M | 44 | 33 |
| May 2021 | $2.9B | $2.9B | $11.8M | 44 | 33 |
| Mar 2021 | $2.9B | $2.9B | $11.8M | 44 | 33 |
| Oct 2020 | $3.4B | $2.7B | $757.3M | 42 | 0 |
| Aug 2020 | $3.4B | $2.7B | $757.3M | 42 | 0 |
| Aug 2020 | $3.4B | $2.7B | $757.3M | 42 | 0 |
| Aug 2020 | $3.4B | $2.7B | $757.3M | 42 | 0 |
| Jun 2020 | $3.4B | $2.7B | $757.3M | 42 | 0 |
| Mar 2020 | $3.4B | $2.7B | $757.3M | 42 | 0 |
| Feb 2020 | $2.8B | $2.1B | $674.6M | 34 | 0 |
| Aug 2019 | $2.8B | $2.1B | $674.6M | 34 | 0 |
| Mar 2019 | $2.8B | $2.1B | $674.6M | 34 | 0 |
| Jun 2018 | $2.4B | $1.7B | $734.3M | 31 | 6 |
| Feb 2018 | $2.4B | $1.7B | $734.3M | 31 | 6 |
| Feb 2018 | $2.4B | $1.7B | $734.3M | 31 | 6 |
| Apr 2017 | $1.6B | $944.5M | $680.5M | 31 | 153 |
| Mar 2017 | $1.6B | $944.5M | $680.5M | 31 | 153 |
| Aug 2016 | $1.3B | $669.9M | $629.7M | 26 | 137 |
| Mar 2016 | $1.3B | $669.9M | $629.7M | 26 | 137 |
| Dec 2015 | $1.3B | $576.6M | $707M | 24 | 26 |
| Sep 2015 | $1.3B | $576.6M | $707M | 24 | 26 |
| Mar 2015 | $1.3B | $576.6M | $707M | 24 | 26 |
| Mar 2015 | $1.3B | $576.6M | $707M | 24 | 26 |
| Mar 2015 | $1.3B | $576.6M | $707M | 24 | 26 |
| Mar 2015 | $1.3B | $588.3M | $728.8M | 22 | 26 |
| Mar 2015 | $1.3B | $588.3M | $728.8M | 22 | 26 |
| Nov 2014 | $1.3B | $588.3M | $728.8M | 22 | 26 |
| Oct 2014 | $1.3B | $588.3M | $728.8M | 22 | 26 |
| Apr 2014 | $1.3B | $588.3M | $728.8M | 22 | 26 |
| Mar 2014 | $1.3B | $588.3M | $728.8M | 22 | 26 |
| Jul 2013 | $1.2B | $523.4M | $659.5M | 22 | 26 |
| May 2013 | $510.8M | $498.5M | $12.2M | 22 | 26 |
| Mar 2013 | $510.8M | $498.5M | $12.2M | 22 | 26 |
| Mar 2013 | $510.8M | $498.5M | $12.2M | 22 | 26 |
| Mar 2012 | $312.4M | $286.2M | $26.2M | 1 | 26 |
| Mar 2012 | $312.4M | $286.2M | $26.2M | 1 | 26 |
| Dec 2011 | $0 | $0 | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$13.7M
Employees80
Clients11
DateApr 2025
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$13.7M
Employees80
Clients11
DateMar 2025
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$13.7M
Employees80
Clients11
DateJan 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$13.4M
Employees75
Clients7
DateOct 2024
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$13.4M
Employees75
Clients7
DateMay 2024
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$13.4M
Employees75
Clients7
DateMar 2024
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$13.4M
Employees75
Clients7
DateDec 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$12.6M
Employees64
Clients3
DateSep 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$12.6M
Employees64
Clients3
DateAug 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$12.6M
Employees64
Clients3
DateAug 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$12.6M
Employees64
Clients3
DateAug 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$12.6M
Employees64
Clients3
DateAug 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$12.6M
Employees64
Clients3
DateApr 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$12.6M
Employees64
Clients3
DateMar 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$12.6M
Employees64
Clients3
DateMar 2023
Total AUM$3.3B
Discretionary$12.6M
Non-Disc.$3.3B
Employees64
Clients3
DateJan 2023
Total AUM$3.3B
Discretionary$12.6M
Non-Disc.$3.3B
Employees64
Clients3
DateSep 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$13.2M
Employees53
Clients55
DateJun 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$13.2M
Employees53
Clients55
DateMar 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$13.2M
Employees53
Clients55
DateJan 2022
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$11.8M
Employees44
Clients33
DateJul 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$11.8M
Employees44
Clients33
DateJun 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$11.8M
Employees44
Clients33
DateMay 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$11.8M
Employees44
Clients33
DateMar 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$11.8M
Employees44
Clients33
DateOct 2020
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$757.3M
Employees42
Clients0
DateAug 2020
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$757.3M
Employees42
Clients0
DateAug 2020
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$757.3M
Employees42
Clients0
DateAug 2020
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$757.3M
Employees42
Clients0
DateJun 2020
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$757.3M
Employees42
Clients0
DateMar 2020
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$757.3M
Employees42
Clients0
DateFeb 2020
Total AUM$2.8B
Discretionary$2.1B
Non-Disc.$674.6M
Employees34
Clients0
DateAug 2019
Total AUM$2.8B
Discretionary$2.1B
Non-Disc.$674.6M
Employees34
Clients0
DateMar 2019
Total AUM$2.8B
Discretionary$2.1B
Non-Disc.$674.6M
Employees34
Clients0
DateJun 2018
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$734.3M
Employees31
Clients6
DateFeb 2018
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$734.3M
Employees31
Clients6
DateFeb 2018
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$734.3M
Employees31
Clients6
DateApr 2017
Total AUM$1.6B
Discretionary$944.5M
Non-Disc.$680.5M
Employees31
Clients153
DateMar 2017
Total AUM$1.6B
Discretionary$944.5M
Non-Disc.$680.5M
Employees31
Clients153
DateAug 2016
Total AUM$1.3B
Discretionary$669.9M
Non-Disc.$629.7M
Employees26
Clients137
DateMar 2016
Total AUM$1.3B
Discretionary$669.9M
Non-Disc.$629.7M
Employees26
Clients137
DateDec 2015
Total AUM$1.3B
Discretionary$576.6M
Non-Disc.$707M
Employees24
Clients26
DateSep 2015
Total AUM$1.3B
Discretionary$576.6M
Non-Disc.$707M
Employees24
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$576.6M
Non-Disc.$707M
Employees24
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$576.6M
Non-Disc.$707M
Employees24
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$576.6M
Non-Disc.$707M
Employees24
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$588.3M
Non-Disc.$728.8M
Employees22
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$588.3M
Non-Disc.$728.8M
Employees22
Clients26
DateNov 2014
Total AUM$1.3B
Discretionary$588.3M
Non-Disc.$728.8M
Employees22
Clients26
DateOct 2014
Total AUM$1.3B
Discretionary$588.3M
Non-Disc.$728.8M
Employees22
Clients26
DateApr 2014
Total AUM$1.3B
Discretionary$588.3M
Non-Disc.$728.8M
Employees22
Clients26
DateMar 2014
Total AUM$1.3B
Discretionary$588.3M
Non-Disc.$728.8M
Employees22
Clients26
DateJul 2013
Total AUM$1.2B
Discretionary$523.4M
Non-Disc.$659.5M
Employees22
Clients26
DateMay 2013
Total AUM$510.8M
Discretionary$498.5M
Non-Disc.$12.2M
Employees22
Clients26
DateMar 2013
Total AUM$510.8M
Discretionary$498.5M
Non-Disc.$12.2M
Employees22
Clients26
DateMar 2013
Total AUM$510.8M
Discretionary$498.5M
Non-Disc.$12.2M
Employees22
Clients26
DateMar 2012
Total AUM$312.4M
Discretionary$286.2M
Non-Disc.$26.2M
Employees1
Clients26
DateMar 2012
Total AUM$312.4M
Discretionary$286.2M
Non-Disc.$26.2M
Employees1
Clients26
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0