Tenzing Financial LLC
● SEC registered since 2025CRD 335259SEC# 801-132538Williamsburg, VA
Reg. AUM
$231.1M
Employees
5
Accounts
752
Location
Williamsburg, VA
Tenzing Financial LLC assets under management
Tenzing Financial LLC is a registered investment adviser overseen by the SEC based in Williamsburg, VA. The firm has been registered since 2025. It reports $231.1 million in regulatory assets under management and employs 5 people.
Tenzing Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harold H Philipsen Control | Member And Chief Compliance Officer | 50-75% | 2025 |
| Tracy Lyn Shackelford Control | Member | 50-75% | 2025 |
Frequently asked questions
How much does Tenzing Financial LLC manage?
Tenzing Financial LLC reports $231.1 million in regulatory assets under management on its Form ADV.
How many employees does Tenzing Financial LLC have?
Tenzing Financial LLC reports 5 employees.
Where is Tenzing Financial LLC located?
Tenzing Financial LLC is based in Williamsburg, VA and has been SEC-registered since 2025.
Does Tenzing Financial LLC disclose fund performance?
Tenzing Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1215 Mt Vernon Ave, Suite C, Williamsburg, VA 23185 |
| Phone | (757) 703-0030 |
| Fax | (757) 703-8344 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$231.1M▲ 14%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$231.1Mregulatory AUM
Discretionary $231.1M