Phoenix Ib

Broker-DealerFINRA MemberEst. 2005
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 in public records as an investment bank. The firm first registered with the SEC in 2005 and lists ownership as a combination of a domestic entity and an individual. Public-facing detail on its business lines, client segments, fee schedules, or advisory offerings is minimal. Available attributes indicate Phoenix Ib does not operate as a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, or a related adviser in the source data.

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
  • Howard Spindel

    Howard Spindel

    FinOpCRD 708042

  • Vincent Colistra

    Vincent Colistra

    Senior Managing DirectorCRD 1647198

  • John Hudson

    John Hudson

    Registered RepresentativeCRD 2146017

Unlock 14 more contacts

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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