PHOENIX MERCHANT PARTNERS, LP

RYE, New York·7 registered advisors·CRD# 324381
SEC# 801-1286760212-804-9990
01

Firm Overview

AUM
$997M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at PHOENIX MERCHANT PARTNERS, LP

7 registered advisors
Arthur Ubaka Mbanefo
RYE, New York
Melissa Sue Balaban
RYE, New York
Rafael Antonio Colorado
RYE, New York
Roland Nmn Domann
RYE, New York
Thomas Lee Parry
RYE, New York
Timothy James Throsby
RYE, New York
Timothy Martin Loughlin
RYE, New York
05

Office Locations

RYE, New York
7 advisors

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Data sourced from SEC Form ADV filings. PHOENIX MERCHANT PARTNERS, LP (CRD# 324381) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.