PHOENIX FINANCIAL ENGINEERING, LLC

PHOENIX FINANCIAL ENGINEERING, LLC is an SEC-registered investment adviser (CRD 284293). Regulatory assets under management: $12.5M.

Registration

• CRD: 284293
• Type: Registered investment adviser
• Phone: 410-657-5788
• Latest filing: 2026-03-20
• Regulatory AUM: $12.5M
• Non-discretionary AUM: $12.5M
• Clients: 1
• Accounts: 26

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 284293 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search