Phcp, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Miami Beach, Florida
CRD number
300729
Registered since
July 11, 2019

Firm profile

FINTRX

Overview

Phcp, LLC is organized as a limited liability company with ownership characterized as both a domestic entity and an individual. The firm is categorized as "Unclassified" in the available records and the public profile provides minimal detail about its business model or advisory offerings. Available attributes indicate Phcp, LLC does not operate as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It is also not designated as a pension consultant or as a related adviser in the source data.

Assets & Accounts

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

Owners & executives

1 of 1
  • Kerensa Jimenez

    Kerensa Jimenez

    CEO & Managing DirectorCRD 4682661

Contacts

3 of 3
  • Monique Romero

    Monique Romero

    FinOpCRD 6712654

  • Evan Ignall

    Evan Ignall

    CCOCRD 2039007

  • Isaac Pomerance

    Isaac Pomerance

    AssociateCRD 7393654

Wealth teams

FINTRX

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

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2340 Collins Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth