TF
TFO FAMILY OFFICE PARTNERS
SEC RegisteredPHOENIX, AZhttps://tfopartners.com602-466-2611
Assets Under Management
$5B–$25B
Employees
88
Office Locations
3 offices
Total Accounts
1939
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 14 | $9.8M |
| High Net Worth Individuals | 231 | $5.0B |
| State/Municipal Entities | 61 | — |
14 total clients reported on Form ADV.
Leadership
Christopher Edward Erblich
DIRECTOR, CHAIRMAN, PARTNER, CEO, SECRETARY AND TREASURER
Scott Michael Horn
PRESIDENT AND PARTNER
Patricia Sue Schwarz
CHIEF COMPLIANCE OFFICER
Inc. Tfo Partners
SHAREHOLDER
Cleves Richard Delp
TRUSTEE
Llc Game 6 Holdings
SHAREHOLDER
Christopher Edward Erblich
MANAGER
Office locations
3 offices in 1 state
AZ
PHOENIXHQ
Advisors at this firm
5 advisors in the directory
Emily Ann Aepelbacher
Investment Adviser Representative
David Allen Bloom
Investment Adviser Representative
Zachary Alan Grant
Investment Adviser Representative
Jill Anne Herbert
Investment Adviser Representative
Jacqueline Fischl Weflen
Investment Adviser Representative
Regulatory & compliance
CRD number
#159440
SEC Number
801-72840
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
tfopartners.comPhone
602-466-2611Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TFO FAMILY OFFICE PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.