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Tenzing Financial LLC

● SEC registered since 2025CRD 335259SEC# 801-132538Williamsburg, VA
Export (members)
Reg. AUM
$203.5M
Employees
5
Accounts
649
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 $203.5 million in regulatory assets under management and employs 5 people.
www.tenzingfinancial.usView on SEC.gov ↗

Tenzing Financial LLC owners & executives

2 reported
NameTitleOwnershipSince
Harold H Philipsen ControlMember And Chief Compliance Officer50-75%2025
Tracy Lyn Shackelford ControlMember50-75%2025

Frequently asked questions

How much does Tenzing Financial LLC manage?

Tenzing Financial LLC reports $203.5 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

Address1215 Mt Vernon Ave, Suite C, Williamsburg, VA 23185
Phone(757) 703-0030
Fax(757) 703-8344
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$190M
Non-discretionary$13.5M
Total (RAUM)$203.5M