Phcp, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Miami Beach, Florida
CRD number
300729
Registered since
July 11, 2019

Firm profile

FINTRX

Overview

Phcp, LLC is organized as a limited liability company and is registered with the SEC as an investment adviser since 2019. Public filings identify the owner type as a mix of a domestic entity and an individual, and the firm is listed with an "unclassified" adviser designation. The firm’s regulatory filing indicates a narrow operational footprint: it is not designated as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting services. It is also not reported as a related adviser and is not flagged as a newly formed adviser. Disclosure about core activities is minimal. The firm has not provided details on its client base, fee arrangements, advisory services, business activities, or assets under management. Filings note a single office location but do not supply additional location or team information, which limits the ability to assess investment approach, public holdings, or the use of alternative investments.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kerensa Jimenez

    Kerensa Jimenez

    CEO & Managing DirectorCRD 4682661

Contacts

3 of 3
  • Evan Ignall

    Evan Ignall

    CCOCRD 2039007

  • Isaac Pomerance

    Isaac Pomerance

    AssociateCRD 7393654

  • Monique Romero

    Monique Romero

    FinOpCRD 6712654

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2340 Collins Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth