Phoenix Financial Services

Profile

Phoenix Financial Services (als know as "PHX Financial") is a FINRA registered, full service broker-dealer, specializing in Alternative Investments.

We can also offer advice as it relates to other alternative investments such as ;
- Structured Notes
- Non-publicly traded REITS
- Private Placements
- Variable Insurance
- Indexed Annuities
- Master Limited Partnerships

Phoenix clears through AXOS clearing corporation ( www.Axosclearing.com )

Our specialty is the purchase of private shares of late-stage technology companies. We traditionally target companies which have operating businesses and revenue in the hundreds of millions. These are companies like: "Twitter, Palantir, Airbnb, Square, Lyft, ChargePoint" etc. We are able to acquire interest in these companies for our high-net worth qualified investors, while these companies are still private.

We specialize in providing these unique investment opportunities that are often unavailable at large wire house firms and discount brokerages. We cater to the unique needs of high-net worth individuals. We understand that the high net-worth investor has different problems than the average investor.