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).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $95,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Phlox Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph T. Martinez
CRD#: 2429766
1601 Elm Street, Suite 3130, Dallas, TX 75201
96
Wealthminder
score

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.

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