Phoenix/Zweig Advisers LLC is a large advisory firm based in New York. It manages $1.09 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.
Phoenix/Zweig Advisers provides portfolio management for investment companies. 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/Zweig Advisers LLC is $1.09 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -57% 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/Zweig Advisers LLC 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.
Daniel Theodore Geraci has been acting as President since 1 Dec 2003. David G Hanley joined the executive team most recently as the Vice President And Treasurer.
The principal office where Phoenix/Zweig Advisers LLC performs its advisory services is located at 900 Third Avenue, New York, NY 10022, 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 212-451-1100 or by fax 212-451-1415. The normal business hours are 9:00am to 5:00pm on Monday - Friday.