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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-08-2011
- Office Locations
- 4
Office Locations
About TFO Family Office Partners
TFO Family Office Partners is a Phoenix-based RIA serving retail and institutional clients with purpose-driven wealth planning and investment management. The firm supports needs like risk management, business succession, and life insurance planning, and invests primarily through public funds and ETFs, with additional fixed income and real estate exposure. Custody includes Charles Schwab and Vanguard.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES ROBERT CARROLL
Chief Investment Officer
- CRD
- #2595125
- Ownership
- Less than 5%
CHRISTOPHER EDWARD ERBLICH
Chairman, Chief Executive Officer, DIRECTOR, Partner, Secretary, TREASURER
- CRD
- #4731912
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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EMILY ANN AEPELBACHER
Director
- CRD
- #6459205
MEILI CATHLEEN BARLOW
Wealth Manager
- CRD
- #7184939
Showing 2 of 34 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,013,432,176 | $2,601,677 |
| Non-Discretionary | $23,619,995 | $1,968,333 |
| Total | $5,037,052,171 | $2,597,758 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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