Phoenix Investment

Overview

Phoenix Investment is an LLC that provides fee-based advisory services primarily to institutional clients while also listing portfolio management for individuals and small businesses and pension consulting among its advisory activities. The firm charges either a percentage of assets under management or fixed fees. It is not identified as an active ESG investor and is described as a single-state adviser rather than a multi-state practice. The firm’s owner type is listed as an individual and the adviser classification is unclassified; the SEC registration year is not provided.

Assets & Accounts

Public Holdings

Investments & Alternatives