Fenix Trading
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Overview
Fenix Trading is a financial advisor firm that has its headquarters in New York, New York. Fenix Trading has $67.0 million in assets throughout 319 customer accounts. The firm has a small team, including 3 financial advisors. Fenix Trading is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like bonds, equities and options.
Fenix Trading manages 313 of its accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction decisions for the client's account without needing the customer's consent. It also has six non-discretionary accounts with a total of $453,926 in assets under management. The investment advisory firm's typical account size is $210,172. The average advisor at Fenix Trading oversees about 106 client accounts.
The firm's central office is located at One World Trade Center, New York, New York 10007.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fenix Trading by the Numbers
$67.0 million
3
319
$210.2 thousand
Fee Structure
Fees charged by financial advisors typically vary depending on the financial services offered. Fee types charged by Fenix Trading may include the following fee types: asset-based, hourly, fixed or other. Fenix Trading does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
Fenix Trading works with retail investors and corporations. Out of its 319 clients, Fenix Trading's biggest client type by number of accounts is retail investors. Around 99% of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 97.49%
- Corporations - 2.51%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fenix Trading does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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