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 the SEC register since 2019. Ownership is reported as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it does not act as a capital allocator. Regulatory and operational flags in the snapshot show the adviser is not marked as an active ESG investor, not designated as a multi-state adviser, not newly formed, and not listed as a pension consultant or related adviser. The firm did not provide descriptions of its client base, fee structure, business activities, or advisory services in the source 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
  • Monique Romero

    Monique Romero

    FinOpCRD 6712654

  • Evan Ignall

    Evan Ignall

    CCOCRD 2039007

  • Isaac Pomerance

    Isaac Pomerance

    AssociateCRD 7393654

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