Phoenix Ib

Overview

Phoenix Ib is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm is SEC-registered (first registered in 2005) and is listed as owned by a domestic entity and an individual. Public filings and the FINTRX record provide limited detail about the firm’s day-to-day advisory services or fee models; the firm does not appear to act as a capital allocator and is not flagged as an active ESG investor, pension consultant, or related adviser. FINTRX also indicates Phoenix Ib is not designated as a multi-state adviser, though other location data (below) show multiple offices. The dataset does not supply specifics on client segments, advisory activities, or product line-up, so the firm reads more like a boutique investment banking entity in the registry rather than a traditional discretionary wealth manager.

Assets & Accounts

Location & Offices