Phineus Partners, LP
Phineus Partners, LP (CRD# 120230) is a financial advisory firm headquartered in San Francisco, CA. They manage $9,759,465 in 2 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$4,879,733
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
CA, FL, IL, NY