Phoenix Financial Services Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Phoenix Financial Services's estimated annual revenue is currently $34.9M per year.(i)
  • Phoenix Financial Services's estimated revenue per employee is $231,000

Employee Data

  • Phoenix Financial Services has 151 Employees.(i)
  • Phoenix Financial Services grew their employee count by 6% last year.

Phoenix Financial Services's People

NameTitleEmail/Phone
1
SVP Wealth ManagementReveal Email/Phone
2
Head Equity SyndicateReveal Email/Phone
3
VP InvestmentsReveal Email/Phone
4
Sr. VP, SyndicateReveal Email/Phone
5
SVPReveal Email/Phone
6
Director Trading and SalesReveal Email/Phone
7
Regulatory Risk Manager, CCOReveal Email/Phone
8
Portfolio ManagerReveal Email/Phone
9
Debt CollectorReveal Email/Phone
10
Alternative Investment Specialist / Private Client GroupReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.8M14-71%N/AN/A
#2
$90M3436%N/AN/A
#3
$5.7M3410%N/AN/A
#4
$449.5M15295%N/AN/A
#5
$26.9M1280%N/AN/A
#6
$7.9M479%N/AN/A
#7
$8.2M494%N/AN/A
#8
$81.6M311-1%N/AN/A
#9
$1.6M130%N/AN/A
#10
$135.2M515-16%N/AN/A
Add Company

What Is 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 we feel has been lacking at the big “supermarket” financial firms. Our 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. Our 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. We also do not have potential conflicts of interest with our clients that many larger financial institutions can have due to market making, proprietary products, and proprietary trading. To maintain our 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 our clearing agents RBC Correspondent Services and COR Clearing.

keywords:N/A

N/A

Total Funding

151

Number of Employees

$34.9M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$24.1M15137%N/A
#2
$37.7M151-1%N/A
#3
$24.3M1510%N/A
#4
$26.6M151N/AN/A
#5
$24.1M1519%N/A