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PHEONIX FINANCIAL GROUPS
FT. LAUDERDALE, FL
954-489-4797
SEC #801-56794Total AUM
$250K
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2400 EAST COMMERCIAL BLVD.
SUITE 719
FT. LAUDERDALE
FL 33308
USA
SUITE 719
FT. LAUDERDALE
FL 33308
USA
Operating Hours
8:30 A.M- 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
954-489-4797
Financials
Total AUM
$250K
Accounts
1Discretionary
$250K
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.