TENZING FINANCIAL LLC
TENZING FINANCIAL LLC of WILLIAMSBURG, VA is an SEC-registered investment adviser (CRD 335259). Regulatory assets under management: $231.1M.
Registration
- CRD: 335259
- SEC file number: 801-132538
- Type: Registered investment adviser
- Location: 1215 MT VERNON AVE, SUITE C, WILLIAMSBURG, VA, 23185
- Phone: (757) 703-0030
- Latest filing: 2026-02-13
- Regulatory AUM: $231.1M
- Discretionary AUM: $231.1M
- Clients: 5
- Accounts: 752
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Harold H Philipsen | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Tracy Lyn Shackelford | MEMBER | — |
More on this firm