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PHOENIX CAPITAL REALTY ADVISORS, LLC
15725 North Dallas Parkway
Suite 230
Addison, Texas 75001
Tel: 972-866-7577
About PHOENIX CAPITAL REALTY ADVISORS, LLC
PHOENIX CAPITAL REALTY ADVISORS, LLC, formally registered with the SEC as PHOENIX CAPITAL REALTY ADVISORS, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.
PHOENIX CAPITAL REALTY ADVISORS, LLC is a Addison, Texas based Financial Planning firm with nearly $233,404,197 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# | 161129 |
| SEC# | 801-74334 |
| Assets Managed by Firm | $233,404,197 |
| No. of Clients | 4 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (% OF INITIAL INVESTMENT COSTS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $233,404,197 |
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