RIA Intel›Advisers›Maryland›PHOENIX FINANCIAL ENGINEERING, LLC

PHOENIX FINANCIAL ENGINEERING, LLC

Advisory

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account

$481K

across 26 accounts

AUM per adviser

$13M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$13M

Discretionary %

0%

Clients

26

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$13M

Discretionary AUM$0

Non-Discretionary AUM$13M

Discretionary %0%

Total Clients26

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

FOUNTAINHEAD FIDUCIARY, LLC

SOLOMONS, MD, MD

$12M

HE, YUAN

$13M

PODER WEALTH ADVISORS LLC

BETHESDA, MD

$12M

YEGEN FINANCIAL GROUP, LTD

$12M

ENROUTE WEALTH MANAGEMENT, LLC

$13M

CADENCE PLANNING, LLC

FREDERICK, MD

$12M

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