PHOENIX INTERNATIONAL INVESTMENTS LLC is a Nashua, New Hampshire based financial advisory firm with nearly $161,467,535 in assets under management and provides investment advisory services for 19 clients. There are currently 3 financial advisors at the firm.
General Information |
Firm CRD#: | 170692 | |
SEC#: | 801-115103 | |
Assets under Management: | $161,467,535 | |
No. of Clients: | 19 | |
No. of Advisors: | 3 | |
Advisory Services Provided: | Portfolio Management for pooled Investment, Selection of Other Advisors | |
Fee Structure: | A Percentage of AUM, Fixed Fees |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
INDEPENDENCE FINANCIAL ADVISORS, LLC | 156305 | 801-81025 | 2337 | 10 | $329,669,058 |
ESSENTIAL PLANNING, LLC | 106651 | 801-51363 | 1618 | 9 | $310,367,487 |
MASCOMA WEALTH MANAGEMENT | 174907 | 801-80982 | 1547 | 8 | $421,754,341 |
AFFINITY INVESTMENT GROUP, LLC | 117191 | 801-61181 | 1425 | 7 | $368,146,666 |
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | 170442 | 801-80056 | 1357 | 14 | $384,672,853 |
GROVE STREET FIDUCIARY, LLC | 107703 | 801-43397 | 1194 | 5 | $344,159,207 |
BROPHY WEALTH MANAGEMENT, LLC | 169894 | 801-78964 | 1142 | 8 | $364,401,801 |
MILESTONE FINANCIAL PLANNING, LLC | 283439 | 801-107645 | 919 | 13 | $353,363,992 |
BCAS | 105666 | 801-25587 | 638 | 9 | $318,966,578 |
CURBSTONE FINANCIAL MANAGEMENT CORP. | 13348 | 801-67354 | 570 | 9 | $336,616,014 |
CMH WEALTH MANAGEMENT, LLC | 150138 | 801-70154 | 543 | 7 | $555,943,736 |
HARBOR ADVISORY CORPORATION | 105151 | 801-8915 | 412 | 3 | $359,737,957 |
CLARK ASSET MANAGEMENT, LLC | 284480 | 801-120465 | 386 | 8 | $281,806,711 |
AMERICAN TRUST INVESTMENT ADVISORS, LLC | 114439 | 801-60454 | 220 | 5 | $282,953,116 |
LUMBARD & KELLNER, LLC | 117196 | 801-61888 | 124 | 4 | $302,963,653 |