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Brittany Leigh Genzale

Investment adviser representative at Tfo Family Office Partners
12 yearsExperience
2 statesRegistered in
$5BFirm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Tfo Family Office Partners Formerly Tfo Phoenix, Inc.Jan 2014 to now
  2. Tfo Family Office PartnersJan 2012 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

Tfo Family Office Partners

Legal name: Tfo Family Office Partners, LLC

$5BAssets managed
306Clients
27Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5030284
Firm CRD
159440
Advisor's SEC record (opens in a new tab)
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