Pheonix Investment Management Inc (Ft. Lauderdale)

Name: Pheonix Investment Management Inc
Address: 2400 East Commercial Blvd., Ft. Lauderdale, FL, 33308
Telephone: 954-489-4797

Pheonix Investment Management Inc is an adviser based in Ft. Lauderdale. It manages $250 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Pheonix Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pheonix Investment Management: assets under management

The assets under management (AUM) of Pheonix Investment Management Inc is $250 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $250 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pheonix Investment Management Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pheonix Investment Management Inc

Michael Wayne Burnick has been acting as President since 1 Nov 1999. Michael Scott Robinson joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Wayne Burnick	President	1 Nov 1999	25% - 50%	1888782
Michael Scott Robinson	Senior vice president	1 Nov 1999	25% - 50%	4354429
Jerome Martin Abraham	Vice president	1 Nov 1999	25% - 50%	4354432

Based in Ft. Lauderdale

The principal office where Pheonix Investment Management Inc performs its advisory services is located at 2400 East Commercial Blvd., Ft. Lauderdale, FL 33308, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 954-489-4797 or by fax 954-489-4798. The normal business hours are 8:30 a.m- 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at pheonix@pheonixfinancial.com.