PH Partners, LLC

Broker-DealerFINRA Member
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 organized as a limited liability company and is classified in FINTRX as an investment bank owned by an individual. Public-facing records on the firm are sparse: the firm is not identified as a capital allocator, does not register as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. The investment-bank classification implies the firm's primary orientation is likely toward transaction- and capital-markets work—such as advisory, placement, or underwriting services—rather than running discretionary asset-management programs. FINTRX does not supply details on fee arrangements, client segments, advisory offerings, or portfolio management activities for PH Partners, so specifics about its service mix and target clients are not available in the source data.

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

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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