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FENIX TRADING

NEW YORK, NY · CRD 291069 · IAPD ↗ · (646) 652-6561

$160.4MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — FENIX TRADING notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2024 — FENIX TRADING notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — FENIX TRADING reported RAUM up 78% ($67.0M -> $119.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.