0001624824-24-000003.txt : 20240320
0001624824-24-000003.hdr.sgml : 20240320
20240320092825
ACCESSION NUMBER: 0001624824-24-000003
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: ACAMPORA,ROBERTA,SALEMA,
FILED AS OF DATE: 20240320
DATE AS OF CHANGE: 20240320
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Phoenix Advisors, LLC
CENTRAL INDEX KEY: 0001624824
ORGANIZATION NAME:
IRS NUMBER: 201382044
STATE OF INCORPORATION: NJ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-04439
FILM NUMBER: 24766517
BUSINESS ADDRESS:
STREET 1: 625 FARNSWORTH AVENUE
CITY: BORDENTOWN
STATE: NJ
ZIP: 08505
BUSINESS PHONE: 6309 291 0130
MAIL ADDRESS:
STREET 1: 625 FARNSWORTH AVENUE
CITY: BORDENTOWN
STATE: NJ
ZIP: 08505
MA-I/A
1
primary_doc.xml
MA-I/A
0001624824
XXXXXXXX
Anthony Inverso
6092910130
ainverso@muniadvisors.com
ainverso@muniadvisors.com
kcollins@muniadvisors.com
N
0001624824-18-000011
N
Roberta
Salema
Acampora
N
1
0001624824
Phoenix Advisors, LLC
02-01-2013
N
12-12-2014
0001624824
LOCATED
SUPERVISED
02-01-2013
625 Farnsworth Avenue
BORDENTOWN
NJ
08505
02-2013
Phoenix Advisors, LLC
Bordentown
NJ
08505
Y
N
Managing Director
01-2012
01-2013
Sustainable New Jersey
Ewing
NJ
08618
N
N
Project Manager
10-1993
12-2012
Capital financial Advisors
Mount Laurel
NJ
08054
Y
N
President
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
03-20-2024
Anthony P. Inverso
Senior Managing Director/Chief Compliance Officer