Phoenix Investment Adviser LLC

Phoenix Investment Adviser LLC (CRD# 138717) is a financial advisory firm headquartered in New York, NY. They manage $1,090,542,002 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,091
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $83,887,846
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NY

Financial Advisors at Phoenix Investment Adviser LLC
No Advisor Found.
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