20 Trafalgar Square
Suite 432
Nashua, New Hampshire 03063
Tel: 603-589-4033
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 170692 |
SEC# | 801-115103 |
Assets Managed by Firm | $156,343,126 |
No. of Clients | 20 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 20 | $156,343,126 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$12,092,862,376 | 4 | 18 | |
$10,409,452,909 | 70 | 129 | |
$9,643,533,263 | 19 | 113 | |
$3,554,771,000 | 18 | 23 | |
$3,108,813,749 | 1858 | 45 |
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