PH PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
14
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

PH Partners, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is individually owned and has been SEC-registered since 2004. In the available records it is not described as a capital allocator, does not self-identify as an active ESG investor, and is not listed as a multi-state adviser or a pension consultant. Public-facing detail about PH Partners’ specific business lines, advisory activities, fee structure, client segments, and investment approach is sparse in the source material. The firm reports two office locations, but the dataset does not provide further description of its product mix, public holdings, alternatives usage, or assets under management.

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 14
  • Aric Luu

    AssociateCRD 7579240

  • Christopher Anderson

    AssociateCRD 6348017

  • AARON SAGIN

    Senior AssociateCRD 5873868

Unlock 11 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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