PHCP, LLC

Broker-DealerFINRA MemberEst. 2019
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 an SEC-registered investment adviser organized as a limited liability company and first registered in 2019. Ownership is reported as a combination of a domestic entity and an individual. The firm is listed as "unclassified" in the available dataset and is not identified as a capital allocator. The firm's profile indicates it does not position itself as an active ESG investor, is not registered as a multistate adviser, and is not described as a pension consultant or related adviser. Those flags suggest a narrow regulatory footprint and limited public-facing activity in the areas tracked by 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

    CEO & Managing DirectorCRD 4682661

Contacts

3 of 3
  • EVAN IGNALL

    CCOCRD 2039007

  • Isaac Pomerance

    Investment Banking AnalystCRD 7393654

  • MONIQUE ROMERO

    FinOpCRD 6712654

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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