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Phoenix Investors, LLC (New York)


Phoenix Investors, LLC is a mid-sized advisory firm based in New York. It manages $33.5 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

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Phoenix Investors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Phoenix Investors: assets under management

The assets under management (AUM) of Phoenix Investors, LLC is $33.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $683.67 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Phoenix Investors, LLC for their services and products based on a percentage of assets under management. 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.

Based in New York

The principal office where Phoenix Investors, LLC performs its advisory services is located at 424 Madison Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212.808.9143. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.phoenix-investors.com.


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