Manager · TFO Family Office Partners
Damon T. Miller
CRD 4131556 · Named on Form ADV at one SEC-registered adviser
At a glance
TFO Family Office Partners, an SEC-registered wealth manager based in Phoenix, AZ with $5.0 billion in regulatory assets, lists Damon T. Miller on its Form ADV as Manager, a control person.
Firms and roles
- TFO Family Office PartnersManagerWealth manager · Phoenix, AZ · $5.0B in regulatory assets
AtlasMembers
Damon’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Christopher E. ErblichDirector, Chairman, Partner, CEO, Secretary and Treasurer, TFO Family Office Partners
- Scott M. HornPresident, TFO Family Office Partners
- Patricia S. SchwarzChief Compliance Officer, TFO Family Office Partners
- Brittany L. GenzaleChief Operating Officer, TFO Family Office Partners
- Charles R. CarrollChief Investment Officer, TFO Family Office Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Damon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.