Phoenix Financial Services

Finance · New York, United States · 201-500 Employees

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Overview

Headquarters

100 Wall St Fl 10, New York City, New Yo...

Phone Number

(212) 776-4187

Revenue

$16 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
Dec
Jan
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Apr
May
ZI Rank
3
2
3
3
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2

About Phoenix Financial Services

Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City. Phoenix Financial Services was formed to provide a high level of personalized service, which the company feel has been lacking at the big "supermarket" financial firms. The company's representatives are fully equipped to help you through the multitude of financial questions that you may come up with on a day to day basis. The company's firm is designed to be able to provide you with all of your financial services needs including: financial advice, retirement planning, and financial product analyses. The company also do not have potential conflicts of interest with the company's clients that many larger financial institutions can have due to market making, proprietary products, and proprietary trading. To maintain the company's exceptionally personalized service while still providing a high level of trading execution, Phoenix Financial Services has choRead more
Phoenix Financial Services's Social MediaPopular SearchesPhoenix Financial ServicesPhoenix Financial Services LLCPHX Financial IncPhx Financialphoenixinc.comSIC Code 62,628NAICS Code 52,523Show more

Phoenix Financial Services Org Chart

PhoneEmail
RC
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Senior Vice President

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Managing Director

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MM
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Vice President, Investments

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MC
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Vice President, Investments

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MH
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Group Vice President, Investments & Private C...

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RD
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Compliance & Operation Associate

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Executive Assistant

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Executive Assistant

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Administrative Assistant

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AW
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Administrative Assistant. Private Client Grou...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Phoenix Financial Service...

$16M
201-500
Private
-
2006
RC
Richard CardinaleSenior Vice President
$308.4M
51-200
Private
-
1931
$126.9M
201-500
Private
-
2002
Craig Beatty, Chief Executive Officer & Owner at Maxim Group
Craig BeattyCEO & Owner
$24.4M
201-500
Private
-
1990
$19.4M
51-200
Private
<$5M
2003
LS
Lauren SlaterVice President, Operations
$19.3M
51-200
Private
<$5M
1997
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Phoenix Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Phoenix Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Phoenix Financial Services.

Phoenix Financial Services Tech Stack

A closer look at the technologies used by Phoenix Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Phoenix Financial Services

What is Phoenix Financial Services's official website?
Phoenix Financial Services's official website is www.phoenixinc.com
What is Phoenix Financial Services's Revenue?
Phoenix Financial Services's revenue is $16 Million
What is Phoenix Financial Services's SIC code?
Phoenix Financial Services's SIC: 62,628
What is Phoenix Financial Services's NAICS code?
Phoenix Financial Services's NAICS: 52,523
How many employees does Phoenix Financial Services have?
Phoenix Financial Services has 201-500 employees
What industry does Phoenix Financial Services belong to?
Phoenix Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Phoenix Financial Services competition?
Phoenix Financial Services top competitors include: Independent Financial Group, Disciplined Equities Management, Maxim Group, American Funds
What technology does Phoenix Financial Services use?
Some of the popular technologies that Phoenix Financial Services uses are: WordPress.org, PHP, Sentry, AppRiver
How do I contact Phoenix Financial Services?
Phoenix Financial Services contact info: Phone number: (212) 776-4187 Website: www.phoenixinc.com
What does Phoenix Financial Services do?

Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City. Phoenix Financial Services was formed to provide a high level of personalized service, which the company feel has been lacking at the big "supermarket" financial firms. The company's representatives are fully equi... pped to help you through the multitude of financial questions that you may come up with on a day to day basis. The company's firm is designed to be able to provide you with all of your financial services needs including: financial advice, retirement planning, and financial product analyses. The company also do not have potential conflicts of interest with the company's clients that many larger financial institutions can have due to market making, proprietary products, and proprietary trading. To maintain the company's exceptionally personalized service while still providing a high level of trading execution, Phoenix Financial Services has chosen to be a fully-disclosed broker dealer. This means that all customer funds and securities are safely held with the company's clearing agent RBC Capital Markets, LLC. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC).Read More

What are Phoenix Financial Services social media links?
Phoenix Financial Services Linkedin page Phoenix Financial Services Twitter page
Is Phoenix Financial Services a public company?
Phoenix Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Phoenix Financial Services

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