Phoenix Ib

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Chadds Ford, 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 in the dataset as an investment bank. The firm has been registered with the SEC since 2005. Ownership is listed as a combination of a domestic entity and an individual. The firm is not described as a capital allocator and is not identified as an active ESG investor. Several advisory-related fields in the available records are blank, so the firm’s client focus, fee model, and specific advisory services are not disclosed in the source material.

Assets & Accounts

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
  • Vincent Colistra

    Vincent Colistra

    Senior Managing DirectorCRD 1647198

  • Trevor Krajewski

    Trevor Krajewski

    Registered RepresentativeCRD 7115918

  • Christopher Bruce

    Christopher Bruce

    DirectorCRD 7228948

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth