PHOSPHORUS WEALTH ADVISORS INC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
333707
Registered since
October 21, 2024

Firm profile

FINTRX

Overview

Phosphorus Wealth Advisors Inc. is a limited liability company that registers with the SEC (registration year 2024) and is owned by an individual. The firm is identified in the dataset as performing commodity pool operator (CPO) or commodity trading advisor (CTA) activities and lists industry affiliations that include a broker-dealer and other investment adviser relationships. It does not report being an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • MIKI ISHIJIMA

    DirectorCRD 8000401

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
511 Ave Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth