Benjamin Lewis Buri
Investment adviser representative at Tfo Family Office Partners
14 yearsExperience
2 statesRegistered in
$5BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Tfo Family Office PartnersNov 2023 to now
- Tfo Family Office Partners Formerly Tfo Phoenix, Inc.Jun 2023 to now
- Jackson Hewitt Tax ServiceJan 2023 to Apr 2023
- American ExpressOct 2021 to Jun 2022
- Watertown Baseball AssociationApr 2021 to Aug 2022
- Grand Canyon UniversityJan 2021 to Apr 2023
- University of ArizonaAug 2020 to Dec 2020
- Dakota ButcherMay 2020 to Aug 2020
- Watertown Event CenterOct 2017 to Jul 2018
- Watertown School DistrictAug 2012 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Tfo Family Office Partners
Legal name: Tfo Family Office Partners, LLC
$5BAssets managed
306Clients
27Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7769738
- Firm CRD
- 159440