Pphb Securities LP

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Pphb Securities LP is structured as a partnership and is classified as an investment bank. Ownership is recorded as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It also does not list functions such as multi-state advisory, pension consulting, or related-adviser activity.

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 11
  • James Wicklund

    James Wicklund

    Managing Director, Client RelationsCRD 1571181

  • Mona Foch

    Mona Foch

    Managing Director, Debt AdvisoryCRD 2762053

  • Su-min Lim

    AdvisorCRD 2929814

Unlock 8 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