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 appears on SEC records as an adviser since 2019. Regulatory filings classify the firm as "unclassified" and list its ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, is not registered as a multi-state adviser, and is not flagged as an active ESG investor. Other descriptors on the snapshot—pension consultant, related adviser, and newly formed adviser—are marked negative. Public disclosures supplied for the firm are sparse: fields that typically describe client segments, fee schedules, and specific advisory activities are not populated in the available record.

Assets & Accounts

Location & Offices

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

    Investment Banking AnalystCRD 7393654

  • Monique Romero

    Monique Romero

    FinOpCRD 6712654

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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