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Phoenix Private Wealth Logo
Phoenix Private Wealth CB Rank
945355
Heat Score
45
Phoenix Private Wealth offers financial services for retirement planning, asset management, and tax mitigation.
Founded
obfuscation
Private Columbia, Maryland, United States11-50 www.phoenixprivatewealth.com
Asset Management
Financial Services
Retirement
Overview

Phoenix Private Wealth
Heat Score
45

Growth Score
pts
in past quarter
Heat Score 45
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Phoenix Private Wealth

CB Rank
945355
Phoenix Private Wealth offers financial services for retirement planning, asset management, and tax mitigation.
Founded
obfuscation
Private Columbia, Maryland, United States11-50 www.phoenixprivatewealth.com
Asset Management
Financial Services
Retirement

Key People

  • Photo of Ken Handy
    Ken Handy: Founding & Managing Partner
    Past Role: Equitable Advisors, Regional Vice President & Retirement Planning Specialist, East Region

Details

Legal Name Phoenix Private Wealth
Operating Status Active
Company Type For Profit
Founders  Ken Handy
Phone Number +1 410 309 3600
Contact Email david.baker@phoenixprivatewealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Assists clients in planning for cash flow, budgets, education savings, major purchases, retirement savings, protection needs, estate and multigenerational planning, small business planning, tax planning, and executive benefits.
Wealth Management
Offers asset management accounts to help clients create, implement, and monitor investment strategies aimed at achieving financial and life goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

59
-9.23%
 in past month

IT Spend

$146.8KThis year, Phoenix Private Wealth is projected to spend $146.8K on IT, according to Aberdeen.

Active Website Tech Count

20Phoenix Private Wealth is actively using 20 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Phoenix Private Wealth's headquarters? Phoenix Private Wealth is located in Columbia, Maryland, United States.Who are Phoenix Private Wealth's competitors? Alternatives and possible competitors to Phoenix Private Wealth may include Bank of Montreal, Raymond James, and  Edward Jones.
Who We Are
What We Do
Helpful Links
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