Kevin
Cowan
Tfo Family Office Partners
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About this Advisor
Kevin Cowan is a financial advisor based in Phoenix, Arizona, working with Tfo Family Office Partners. Kevin has previously held positions at The Vanguard Group, Inc, Wbc Financial, H&R Block, Utah Valley University, Brigham Young University Idaho, Charles Schwab, The Norden Group, Elevate Private Wealth Advisors, Central Bank Of Utah, Brigham Young University Idaho Student Health Center, Brigham Young University Idaho Custodial, The Church Of Jesus Christ Of Latter-Day Saints, and Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Kevin has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Kevin is part of Tfo Family Office Partners, which operates out of Phoenix, Arizona. The firm has 2 offices and 75 employees. The firm manages assets totaling $3.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Tfo Family Office Partners includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tfo Family Office Partners Brokerage Details
$3,824,063,292
75
1,868
$2,047,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kevin Cowan Work History
Tfo Family Office Partners Formerly Tfo Phoenix, Inc
The Vanguard Group, Inc
Wbc Financial
H&R Block
Charles Schwab
The Norden Group
Elevate Private Wealth Advisors
Utah Valley University
Central Bank Of Utah
Brigham Young University Idaho Student Health Center
Brigham Young University Idaho Custodial
Brigham Young University Idaho
The Church Of Jesus Christ Of Latter-Day Saints
Disclosures
Please visit the SEC profile of Kevin Cowan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tfo Family Office Partners
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
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