PHOENIX IB
Firm details
- Headquarters
- CHADDS FORD, Pennsylvania
- CRD number
- 132710
- Registered since
- January 4, 2005
- Website
- www.phoenix-ib.com
Firm profile
FINTRXOverview
Phoenix Ib is organized as a limited liability company and has been SEC-registered since 2005. The firm is classified as an investment bank and is owned by a combination of a domestic entity and an individual. The available records indicate Phoenix Ib is not positioned as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser. It is also marked as neither a pension consultant nor a related adviser. Information about the firm’s specific business lines, advisory activities, client types, or fee structure was not provided in the source material.
Assets & Accounts
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
3 of 17VINCENT COLISTRA
Senior Managing DirectorCRD 1647198
Trevor Krajewski
Registered RepresentativeCRD 7115918
Christopher Bruce
DirectorCRD 7228948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHADDS FORD, PA
DELAWARE
Location
CHADDS FORD, PA
Headquartered in CHADDS FORD, 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
- 110 Commons Ct
- Time zone
- ET (UTC-5)
- Office locations
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