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PHOENIX INTERNATIONAL INVESTMENTS LLC

20 Trafalgar Square
Suite 432
Nashua, New Hampshire 03063
Tel: 603-589-4033

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About PHOENIX INTERNATIONAL INVESTMENTS LLC

PHOENIX INTERNATIONAL INVESTMENTS LLC, formally registered with the SEC as PHOENIX INTERNATIONAL INVESTMENTS LLC. The firm was established in 04/26/2019. They have over 2 offices throughout the country.

PHOENIX INTERNATIONAL INVESTMENTS LLC is a Nashua, New Hampshire based Financial Planning firm with nearly $156,343,126 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#170692
SEC#801-115103
Assets Managed by Firm$156,343,126
No. of Clients20
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total20$156,343,126

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