PHX FINANCIAL, INC.

Overview

PHX Financial, Inc. is organized as a corporation that registers with the SEC and has been on the SEC registry since 2007. The firm is classified as an investment bank rather than as a traditional asset manager or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. Public disclosures from the firm indicate limited adviser-style activity: it does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not published details about advisory services, fee schedules, or specific business lines in the source material, which suggests its primary market role is brokerage- or banking-oriented rather than providing discretionary investment management to retail or institutional clientele.

Assets & Accounts

Location & Offices