Be advised. This firm is no longer registered.

Phlox Capital Management, LLC

Phlox Capital Management, LLC (CRD# 281166) is a financial advisory firm headquartered in Dallas, TX. They manage $34,792,681 in 195 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
325 N. St. Paul Street, Suite 2240, Dallas, TX 75201
http://www.vimeo.com/user73567474
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $178,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Phlox Capital Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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