Overview
Assets Under Management: $160 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 343
Average Client Assets: $0.3 million
Frequently Asked Questions
FENIX TRADING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291069), FENIX TRADING is subject to fiduciary duty under federal law.
FENIX TRADING is headquartered in NEW YORK, NY.
FENIX TRADING serves 343 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, FENIX TRADING offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
FENIX TRADING manages $160 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, FENIX TRADING serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 343
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.25%
Average Client Assets: $0.3 million
Total Client Accounts: 447
Discretionary Accounts: 334
Non-Discretionary Accounts: 113
Regulatory Filings
CRD Number: 291069
Filing ID: 2056646
Last Filing Date: 2026-02-18 22:44:34