PHOENIX MERCHANT PARTNERS, LP

555 Theodore Fremd Avenue
Ste B304
Rye, New York 10580
Tel: 212-804-9990

About PHOENIX MERCHANT PARTNERS, LP

PHOENIX MERCHANT PARTNERS, LP, formally registered with the SEC as PHOENIX MERCHANT PARTNERS, LP. The firm was established in 09/01/2023. They have over 1 offices throughout the country.

PHOENIX MERCHANT PARTNERS, LP is a Rye, New York based Financial Planning firm with nearly $997,395,860 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324381
SEC#	801-128676
Assets Managed by Firm	$997,395,860
No. of Clients	4
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$997,395,860

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