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Stephen James Mastor

Phoenix Capital Realty Advisors, LLC

Addison, TX

CRD 1080374

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Employer firm

Phoenix Capital Realty Advisors, LLC CRD 161129

$156M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Phoenix Capital Realty Advisors, Llc

15725 North Dallas Parkway Suite 230, Addison, TX 75001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-05-15
  • TX RA
    APPROVED_RES
    Since 2018-05-15

Branch Locations

15725 North Dallas Parkway Suite 230, Addison, TX 75001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Phoenix Capital Partners, Ltd. Dallas TX 01/1995 Present
Phoenix Capital Realty Advisors, Llc Addison TX 01/2012 Present
Previous Registrations
Other Businesses

PHOENIX CAPITAL PARTNERS, LTD., DALLAS, TX, INVESTMENT RELATED, MANAGING PARTNER SINCE 1995.

View on SEC IAPD

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Nearby Investors

PAMALA ANN REICHERT
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Nearby Offices

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BLUE SKY ASSET MANAGEMENT, LLC · ENGLEWOOD, CO
CWM, LLC · Englewood, CO

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