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 that registered with the SEC in 2019. Ownership is listed as a domestic entity/individual and the firm is classified as unclassified in the available records. The profile indicates the adviser is not registered as a multi-state adviser, is not newly formed, and does not identify as a pension consultant or related adviser. The firm did not provide descriptions of its advisory activities, client types, fee structure or other business lines in the supplied data.

Assets & Accounts

Investments & Alternatives

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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