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Building 2FENIX TRADING

Map pinNEW YORK, NY
Phone(646) 652-6561
NotebookSEC #801-112181
Total AUM
$160.4M
Employees
5
Clients
447

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE WORLD TRADE CENTER
85TH FLOOR
NEW YORK
NY 10007
United States
Operating Hours
9 AM TO 5 PM
PERIODIC
Phone
(646) 652-6561

ReceiptFinancials

Total AUM
$160.4M
Accounts
447
Discretionary
$135.2M
Accounts
334
Non-Discretionary
$25.2M
Accounts
113

ContactClients

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HNW Individual Clients
343
AUM
$99.9M
Corporation or Business Clients
104
AUM
$60.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED MINIMUM FEES

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
DEFL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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