Phinity Capital LLC is a large advisory firm based in Fort Lee. It manages $522 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New Jersey.
Phinity Capital provides portfolio management for pooled investment vehicles. 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 Phinity Capital LLC is $522 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Phinity Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Anthony Nunzio Armenio joined the executive team most recently as the Chief Compliance Officer & Chief Financial Officer.
The principal office where Phinity Capital LLC performs its advisory services is located at 400 Kelby Street, Fort Lee, NJ 07024, 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 201-363-8500 or by fax 201-363-8570. The normal business hours are 9am-5pm on Monday - Friday.