THE PHOENIX FUND ADVISOR LLC

Villa Caparra, 243 Pr State Road No. 2
Guaynabo, Puerto Rico 00969
Tel: 787-510-6600

About THE PHOENIX FUND ADVISOR LLC

THE PHOENIX FUND ADVISOR LLC, formally registered with the SEC as THE PHOENIX FUND ADVISOR LLC. The firm was established in 07/26/2023. They have over 1 offices throughout the country.

THE PHOENIX FUND ADVISOR LLC is a Guaynabo, Puerto Rico based Financial Planning firm with nearly $603,957,947 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316384
SEC#	801-128408
Assets Managed by Firm	$603,957,947
No. of Clients	1
No. of Advisors	15

Fee Structure

Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$603,957,947

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