PHOENIX FINANCIAL SOLUTIONS, INC.

PHOENIX FINANCIAL SOLUTIONS, INC. of GREENSBORO, NC is an SEC-registered investment adviser (CRD 148796).

Registration

• CRD: 148796
• Type: Registered investment adviser
• Location: 3817 LAWNDALE DRIVE, GREENSBORO, NC, 27455
• Phone: 336-286-9936
• Latest filing: 2026-03-27
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148796 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search