Pphb Securities LP

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
132074
Registered since
November 24, 2004

Firm profile

FINTRX

Overview

Pphb Securities LP is organized as a partnership and is classified as an investment bank. The firm has been SEC-registered since 2004. Ownership is reported as a combination of a domestic entity and an individual. Available disclosure indicates Pphb Securities LP does not act as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser, is not described as a newly formed adviser, and is not listed as a pension consultant or related adviser. There are no public descriptions of its fee model, client segments, or advisory activities in the provided 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

Owners & executives

1 of 1
  • Michael Schaps

    CFOCRD 1892138

Contacts

3 of 10
  • Andrew Nguyen

    Andrew Nguyen

    Managing DirectorCRD 6782067

  • Omar Diaz

    Omar Diaz

    Managing DirectorCRD 3177522

  • Joseph Hoepfl

    Joseph Hoepfl

    PartnerCRD 2950986

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1885 Saint James Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth