Unclaimed Profile

Bruce W. Williams

PHOENIX CAPITAL REALTY ADVISORS, LLC·ADDISON, Texas

Clean record14 years registeredPHOENIX CAPITAL REALTY ADVISORS, LLC

15725 NORTH DALLAS PARKWAY, ADDISON, TX 75001CRD# 6028822Firm CRD# 161129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce W. Williams · ADDISON, TX

Registration

CRD #6028822 · PHOENIX CAPITAL REALTY ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PHOENIX CAPITAL REALTY ADVISORS, LLC

PHOENIX CAPITAL REALTY ADVISORS, LLC

May 2018 – Jan 2022

ADDISON, TX

PHOENIX CAPITAL REALTY ADVISORS, LLC

Apr 2012 – Dec 2017

ADDISON, TX

Registrations & Exams

Registration record

First registered · April 20, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHOENIX CAPITAL REALTY ADVISORS, LLC

CRD 161129 · SEC 801-74334

AUM

$233M

Regulatory assets under management

Employees

4 client accounts

Services offered by PHOENIX CAPITAL REALTY ADVISORS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at PHOENIX CAPITAL REALTY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Bruce W. Williams offer?

Bruce W. Williams specializes in Retirement Planning.

What are Bruce W. Williams's credentials?

Bruce W. Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce W. Williams located?

Bruce W. Williams is based in ADDISON, Texas, last registered with PHOENIX CAPITAL REALTY ADVISORS, LLC.

How does Bruce W. Williams charge for services?

Bruce W. Williams's firm is compensated through percentage of aum, performance-based fees, other: % of initial investment costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHOENIX CAPITAL REALTY ADVISORS, LLC?

PHOENIX CAPITAL REALTY ADVISORS, LLC has approximately 17 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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