Phoenix Financial Engineering, LLC

Phoenix Financial Engineering, LLC (CRD# 284293) is a financial advisory firm headquartered in , . They manage $14,500,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.phoenixfe.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $439,394
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Phoenix Financial Engineering, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Bonnichsen, financial advisor Baltimore MD
David M. Bonnichsen
CRD#: 6021950
Baltimore, MD

David Bonnichsen (CRD# 6021950) is an Investment Advisor Representative working at Phoenix Financial Engineering, LLC in Baltimore, MD and has over 12 years of experience in the finance industry.

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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