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PHOENIX MERCHANT PARTNERS, LP
PHOENIX MERCHANT PARTNERS, LP
RYE, New York
·
7 registered advisors
·
CRD# 324381
SEC# 801-128676
0
212-804-9990
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 Planning
Wealth Management
04
Advisors at PHOENIX MERCHANT PARTNERS, LP
7 registered advisors
Arthur Ubaka Mbanefo
RYE, New York
CRD# 2734794
Melissa Sue Balaban
RYE, New York
CRD# 7718853
Rafael Antonio Colorado
RYE, New York
CRD# 7877844
Roland Nmn Domann
RYE, New York
CRD# 7671728
Thomas Lee Parry
RYE, New York
CRD# 7912938
Timothy James Throsby
RYE, New York
CRD# 2696471
Timothy Martin Loughlin
RYE, New York
CRD# 2726307
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
.