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PHOENIX FINANCIAL SOLUTIONS, INC.
CRD 148796
3817 LAWNDALE DRIVE, SUITE A-1, GREENSBORO, NC, 27455, United States
Phone
336-286-9936
Fax
336-286-9949
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $0 |
All web addresses on file
Official SEC filing: View on IAPD