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THE PHOENIX FUND ADVISOR LLC

GUAYNABO, PR · CRD 316384 · IAPD ↗ · phoenixfund.com · 787-510-6600

$596.4MRegulatory AUM
1Advisory reps
15Employees
0Clients
n/aPlanning clients
1Private funds
0States
4Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2024 — THE PHOENIX FUND ADVISOR LLC crossed $500M in regulatory AUM ($349.6M -> $604.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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