How does the advisor help clients – Key Takeaways:
PHRONIMOS CAPITAL, LLC, provides financial expertise and guidance to its clients through personalized services and strategies. The firm works with both individuals and businesses to help them achieve their financial goals and build and preserve their wealth.
Facts and Insights
- Founded in 2010, PHRONIMOS CAPITAL, LLC, has been in the financial advisory industry for over 10 years.
- The firm has a team of experienced and knowledgeable advisors who possess a variety of financial certifications and designations.
- PHRONIMOS CAPITAL, LLC, has managed over $500 million in assets for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
PHRONIMOS CAPITAL, LLC, serves a diverse range of clients including high net-worth individuals, families, and small to medium-sized businesses.
Fees & Compensation
PHRONIMOS CAPITAL, LLC, offers its services on a fee-only basis, meaning that the firm is compensated solely through client fees and does not earn commissions from recommending certain products or investments. This ensures that the firm’s recommendations are always in the best interest of the client.
Background
The advisors at PHRONIMOS CAPITAL, LLC, have a strong background in finance and economics, and have a deep understanding of the market and its trends. They use their knowledge and expertise to develop customized financial plans for each client, taking into consideration their unique financial situation and goals.
Financial Advisor Disclosures to Know
PHRONIMOS CAPITAL, LLC, and its advisors have a clean disciplinary record with no disclosures reported on their SEC filings or FINRA BrokerCheck report.