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PHOENIX CAPITAL REALTY ADVISORS, LLC

15725 North Dallas Parkway
Suite 230
Addison, Texas 75001
Tel: 972-866-7577

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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 StatusApproved
Firm CRD#161129
SEC#801-74334
Assets Managed by Firm$233,404,197
No. of Clients4
No. of Advisors17

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 ClientsAUM
Firm Total4$233,404,197

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