THE PHOENIX FUND ADVISOR LLC

GUAYNABO, Puerto Rico·3 registered advisors·CRD# 316384
SEC# 801-1284080787-510-6600
01

Firm Overview

AUM
$604M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at THE PHOENIX FUND ADVISOR LLC

3 registered advisors
Carlos Andres Vina-Toro
GUAYNABO, Puerto Rico
Edgar J Rivera
GUAYNABO, Puerto Rico
Francisco Jose Rivera Fernandez
GUAYNABO, Puerto Rico
05

Office Locations

GUAYNABO, Puerto Rico
3 advisors

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Data sourced from SEC Form ADV filings. THE PHOENIX FUND ADVISOR LLC (CRD# 316384) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.