Phoenix Ib
Firm details
- Headquarters
- Media, 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 mix of a domestic entity and an individual. Available disclosures indicate Phoenix Ib does not act as a capital allocator and does not identify as an active ESG investor. It is not listed as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. Publicly available fields for client base, fee schedule, core business activities and advisory services are not populated in the source material, limiting visibility into whether the firm runs a retail advisory platform, institutional placement activity, or other investment-banking services.
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
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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