Phlox Capital Management, LLC
Phlox Capital Management, LLC (CRD# 281166) is a financial advisory firm headquartered in Dallas, TX. They manage $2,295,488 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$95,645
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Joseph Martinez (CRD# 2429766) is an Investment Advisor Representative working at Phlox Capital Management, LLC in Dallas, TX and has over 9 years of experience in the finance industry.