Brittany Genzale, financial advisor Phoenix AZ

Brittany Genzale

CRD Number: 5030284
Current Firm: Tfo Family Office Partners

Brittany Genzale (CRD# 5030284) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix, AZ Jan 2022 - Current 2
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix, AZ Jun 2020 - Current 4
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix, AZ Jan 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Brittany L. Genzale
Phone Number: 602-466-2611
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    3,824
    MILLIONS
  • Total Number of Accounts
    1,868
    ACCOUNTS
  • Average Account Value
    $2,047,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, DE, FL, IL, LA, MD, MN, MO, NC, NE, NH, NV, NY, OR, SD, TX, WA, WI

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