Tfo Family Office Partners

Overview

Tfo Family Office Partners is an SEC registered investment adviser based in Phoenix, AZ, registered since 2011. It reports $5B in assets under management across 1,939 accounts, with 88 employees. It has 26 investment adviser representatives.

Reported AUM

$5B

Discretionary

100%

Accounts

1,939

Average account

$2.6M

Employees

88

Advisory reps

26

Registered since

2011

Jurisdictions

33

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 5

• Christopher Edward Erblich Director, Chairman, Chief Executive Officer CRD 4731912
• Scott Michael Horn President and Partner CRD 4590725
• Brittany Leigh Genzale Chief Operating Officer CRD 5030284

2 more executive officers, with direct contact details

Advisory reps 3 of 26

• Emily Ann Aepelbacher Investment Adviser Rep CRD 6459205
• Meili Cathleen Barlow Investment Adviser Rep CRD 7184939
• David Allen Bloom Investment Adviser Rep CRD 5529999

23 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5060 N 40th St Ste 200
Phoenix, AZ 85018

County

Maricopa

Metro area

Phoenix-Mesa-Chandler, AZ

Region

West

Registrations

• SEC registered
• Registered in 33 jurisdictions
• Website: tfopartners.com

Every state, with registration dates

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