Phin Capital, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 300396
- Website
- www.phincapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Phin Capital, Inc. operates as a corporation focused on providing a range of financial advisory services. The firm engages in portfolio management for individuals and small businesses, along with financial planning services. They also offer pension consulting services and assist clients in selecting other advisers. Phin Capital, Inc. is classified as a capital allocator, indicating their role in directing investments to various asset managers. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Oscar Dennis
OwnerCRD 7062413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 30 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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