What departments does Phoenix Financial Services have?

Phoenix Financial Services has employees across 4 departments including Entrepreneurship, Finance, Banking, Accounting.

What is the largest department at Phoenix Financial Services?

The largest department at Phoenix Financial Services is Entrepreneurship with 2 employees.

Where are Phoenix Financial Services employees located globally?

Phoenix Financial Services has employees across 5 continents and 8 countries including South Africa, India, Iran, Ireland, United Kingdom Of Great Britain And Northern Ireland.

How has Phoenix Financial Services's team size changed over time?

Phoenix Financial Services's team has decreased from approximately 105 to 100 employees based on available data.

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Phoenix Financial Services Employee Directory

Financial ServicesNew York, United States51-200 Employees

Phoenix Financial Services is a mid-sized financial services firm based in New York City’s financial district. It offers services such as financial planning, retirement guidance, and evaluations of financial products, prioritizing a high degree of personalization. The firm claims to minimize conflicts that can arise at larger firms by refraining from market making and proprietary trading, and it operates as a fully disclosed broker-dealer. To safeguard client assets, funds and securities are held with clearing partners RBC Correspondent Services and COR Clearing. Positioned within the financial services sector, the company emphasizes tailored advisory and execution services rather than the broad product menus often associated with bigger institutions, serving clients within the local financial community.

Phoenix Financial Services Global Highlights

North America
113

United States Of America
112
Canada
1

Asia
8

India
7
Iran
1

Europe
6

Ireland
3
United Kingdom Of Great Britain And Northern Ireland
3

Africa
2

South Africa
2

South America
1

Chile
1

Phoenix Financial Services's Leadership

B. N.
Founder
Mobile Phone
Email
A. S.
Founder
Mobile Phone
Email
R. S.
Owner, Phoenix Financial Services
Mobile Phone
Email
R. G.
Principal Supervisor
Mobile Phone
Email
P. M.
Principal
Mobile Phone
Email
A. M.
Private Client Group
Mobile Phone
Email
A. R.
Private Client Group
Mobile Phone
Email
A. B.
Loan Officer
Mobile Phone
Email

Phoenix Financial Services Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Community & Social Services
Consultant
Other

Contact profiles from Phoenix Financial Services

Name

Title

Contact Info

Location

Last Update

B. N.
Founder
Mobile Phone
Email
India
May 30, 2026
A. S.
Founder
Mobile Phone
Email
Oct 23, 2024
R. S.
Owner, Phoenix Financial Services
Mobile Phone
Email
CanadaOntario
Sep 16, 2024
R. G.
Principal Supervisor
Mobile Phone
Email
Jun 27, 2026
P. M.
Principal
Mobile Phone
Email
Ireland
Jun 25, 2026
A. M.
Private Client Group
Mobile Phone
Email
Jun 11, 2026
A. R.
Private Client Group
Mobile Phone
Email
Jun 25, 2026
A. B.
Loan Officer
Mobile Phone
Email
Oct 18, 2024
J. M.
Accounts Receivables
Mobile Phone
Email
Oct 17, 2024
M. G.
Debt Collector
Mobile Phone
Email
Apr 25, 2025

Frequently Asked Questions

What is Phoenix Financial Services known for?

Phoenix Financial Services operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-855-342-****

. Explore Phoenix Financial Services's company overview page for more information.

What is Phoenix Financial Services's most common email format?

Phoenix Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Phoenix Financial Services email formats with LeadIQ.

How many employees does Phoenix Financial Services have currently?

Phoenix Financial Services has approximately 130 employees as of July 2026. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are Phoenix Financial Services's key employees and leadership?

As of July 2026, Phoenix Financial Services's key employees include:

Founder: B. N.
Founder: A. S.
Owner, Phoenix Financial Services: R. S.
Principal Supervisor: R. G.
Principal: P. M.

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Phoenix Financial Services Employee Directory

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