Best Investors Account Sign in
Inactive

Brittany Leigh Genzale

Tfo Family Office Partners

Phoenix, AZ

CRD 5030284

Claim This Profile
Employer firm

Tfo Family Office Partners CRD 159440

$5.04B regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tfo Family Office Partners

5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-12-02
AZ RA APPROVED 2012-01-12
  • TX RA
    APPROVED_RES
    Since 2016-12-02
  • AZ RA
    APPROVED
    Since 2012-01-12

Branch Locations

5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix AZ 01/2014 12/2025
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix AZ 06/2020 Present
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix AZ 01/2022 Present
  • 01/2014 → 12/2025
    Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
    Phoenix, AZ
  • 06/2020 → Present
    Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
    Phoenix, AZ
  • 01/2022 → Present
    Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
    Phoenix, AZ
Previous Registrations
  • 2008-02-21 → 2011-11-23
    Greenwich, CT
  • 2005-12-13 → 2008-05-01
    Inlign Wealth Management, Llc
    Phoenix, AZ
Other Businesses

1. Soi 12, LLC, Not Investment-related. 6722 E Sharon Drive, Scottsdale, AZ 85254; Nature of business - Holding company to receive partnership distributions and / or capital. Position held - Manager; Start date-9/27/25; Hours worked per month - 0; Hours worked during security trading hours - 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-08
  • S65 Uniform Investment Adviser Law Examination
    2005-12-08
Other Names
  • Brittany Leigh Pasek

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Phoenix, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor