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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 17
Howard Spindel
FinOpCRD 708042
Vincent Colistra
Senior Managing DirectorCRD 1647198

John Hudson
Registered RepresentativeCRD 2146017
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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