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Building 2TENZING FINANCIAL LLC

Map pinWILLIAMSBURG, VA
Phone(757) 703-0030
NotebookSEC #801-132538
Total AUM
$231.1M
Employees
5
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1215 MT VERNON AVE
SUITE C
WILLIAMSBURG
VA 23185
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(757) 703-0030

ReceiptFinancials

Total AUM
$231.1M
Accounts
752
Discretionary
$231.1M
Accounts
752
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
92
AUM
$35.1M
HNW Individual Clients
73
AUM
$181.6M
Pension/Profit Sharing Plan Clients
1
AUM
$14.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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