Phoenix Investment Counsel, Inc is a large advisory firm based in Hartford. It manages $30.95 billion of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Georgia, Massachusetts, and Texas.
Phoenix Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Phoenix Investment Counsel, Inc is $30.95 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Phoenix Investment Counsel, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Nancy Greene Curtiss has been acting as President since 1 Nov 2007. David G Hanley joined the executive team most recently as the Vice President And Treasurer.
The principal office where Phoenix Investment Counsel, Inc performs its advisory services is located at 56 Prospect Street, Hartford, CT 06115 0480, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-403-5000 or by fax 860-403-7696. The normal business hours are 9:00am - 5:00pm on Monday - Friday.