PH Partners, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
—
Advisory reps
15
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

PH Partners, LLC is structured as a limited liability company that has been SEC-registered since 2004 and is owned by an individual. Public filings classify the firm as an investment bank rather than a traditional money manager or capital allocator. The profile indicates the firm does not identify itself as a capital allocator or an active ESG investor, and it is not registered as a multi-state adviser. Other advisor roles such as pension consultant or related adviser are likewise not indicated. The source material does not describe the firm’s client segments, fee schedule, specific business lines, or the nature of its advisory activities. That limits what can be said about its target clientele or the services it emphasizes beyond the investment bank classification.

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 15
  • Wayne Chen

    FinOpCRD 4779449

  • Benjamin Perkins

    Benjamin Perkins

    Managing PartnerCRD 3162623

  • Adam Harrington

    Adam Harrington

    PartnerCRD 5018034

Unlock 12 more contacts →

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