PHOENIX FINANCIAL SOLUTIONS, INC.
Firm details
- Headquarters
- GREENSBORO, North Carolina
- CRD number
- 148796
- Website
- thinkpfs.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Phoenix Financial Solutions, Inc. is set up as an independent, individually owned registered investment adviser operating as a corporation. The firm focuses on advising individuals and families and offers a mix of services that include financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser or a pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1WENDELL JONES
Owner and PresidentCRD 2963238
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENSBORO, NC
GUILFORD
Location
GREENSBORO, NC
Headquartered in GREENSBORO, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- GUILFORD
- Address
- 3817 Lawndale Dr
- Time zone
- ET (UTC-5)
- Office locations
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