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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 17
  • VINCENT COLISTRA

    Senior Managing DirectorCRD 1647198

  • Trevor Krajewski

    Registered RepresentativeCRD 7115918

  • Christopher Bruce

    DirectorCRD 7228948

Unlock 14 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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