Phoenix Ib

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Media, Pennsylvania
CRD number
132710
Registered since
January 4, 2005

Firm profile

FINTRX

Overview

Phoenix Ib is organized as a limited liability company and is classified as an investment bank. Ownership is recorded as a combination of domestic entities and individuals. The firm's profile does not identify it as a capital allocator, and it is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser.

Investments & Alternatives

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 17
  • Howard Spindel

    Howard Spindel

    Senior Managing DirectorCRD 708042

  • Vincent Colistra

    Vincent Colistra

    Senior Managing DirectorCRD 1647198

  • John Hudson

    John Hudson

    Registered RepresentativeCRD 2146017

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Media, PA

Delaware

Location

Media, PA

Headquartered in Media, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
610 E Baltimore Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth