PH Partners, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
130790
Registered since
October 5, 2004

Firm profile

FINTRX

Overview

PH Partners, LLC is a limited liability company that appears in regulatory records as an SEC-registered entity since 2004. FINTRX classifies the firm as an investment bank and indicates individual ownership. The dataset does not describe the firm's advisory or business activities in detail, and several typical advisor functions are marked negative: the firm is not listed as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, and is not a pension consultant. The public profile in FINTRX is sparse, so the firm’s client-facing model and specific product or service mix are not evident from the available data. Given its classification and the absence of disclosed advisory activities, PH Partners may focus on capital markets or investment-banking-type engagements rather than traditional discretionary portfolio management, but that inference is based solely on the limited registry fields present.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Aric Luu

    Aric Luu

    AssociateCRD 7579240

  • Christopher Anderson

    Christopher Anderson

    AssociateCRD 6348017

  • Aaron Sagin

    Aaron Sagin

    Senior AssociateCRD 5873868

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
515 Congress Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth