PHOENIX CAPITAL REALTY ADVISORS, LLC

ADDISON, Texas·7 registered advisors·CRD# 161129
SEC# 801-743340972-866-7577
01

Firm Overview

AUM
$233M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: % OF INITIAL INVESTMENT COSTS
03

Specialties

Retirement Planning
04

Advisors at PHOENIX CAPITAL REALTY ADVISORS, LLC

7 registered advisors
Andrew Fraser Scott
ADDISON, Texas
Bruce W. Williams
ADDISON, Texas
Cooper Birdsall Stuart
ADDISON, Texas
Jeffrey L Swope
ADDISON, Texas
Richard David Lyon
ADDISON, Texas
Samuel Chester Perry
ADDISON, Texas
Stephen James Mastor
ADDISON, Texas
05

Office Locations

ADDISON, Texas
7 advisors

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Data sourced from SEC Form ADV filings. PHOENIX CAPITAL REALTY ADVISORS, LLC (CRD# 161129) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.