linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mason Gabriel Longstreth

TFO Family Office Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mason? Claim Your Profile

About Mason Gabriel Longstreth

Mason Gabriel Longstreth is a financial advisor with TFO Family Office Partners. Mason is a Certified Financial Planner and Personal Financial Specialist. Mason has been in the industry since December 2011. Mason is registered with the state of Arizona as an Investment Advisor Representative. Mason provides financial planning, pension consulting, and educational seminars. Mason also offers portfolio management for individuals and businesses. Mason is also a Certified Public Accountant and dedicates approximately 3-5 hours per month to tax preparation services.

Firm Information

Mason Longstreth is currently registered with TFO Family Office Partners. TFO Family Office Partners is a Phoenix, AZ-based registered investment advisor with over $3.8 billion in regulatory assets under management. They provide a range of services to high-net-worth individuals, charitable organizations, and other clients, including financial planning, pension consulting, portfolio management, selection of other advisors, and educational seminars. They also offer family office services and financial consulting.
TFO Family Office Partners

5060 NORTH 40TH STREET

PHOENIX, AZ 85018

$3.82B

Assets Under Management

7

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

family office services & financial consulting services

Family office services & financial consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of net worth

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mason Longstreth’s Registration & Firm History

AZ

01/12/2012 - Present

TFO Family Office Partners (PHOENIX AZ)

Not sure if Mason Gabriel Longstreth is right for you?

Licenses & Designations

IA

Issued 03/29/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mason Gabriel Longstreth.
Not sure if Mason Gabriel Longstreth is right for you?