Phoenix Advisors, LLC
Connecticut
Registered In
02/15/2008
Incorp. Date
Foreign
Registration Type
New Jersey
Foreign Jurisdiction
Company Summary
Phoenix Advisors, LLC at 53 River ST STE 1, Milford, Ct 06460 lists Anthony Inverso of Robbinsville, NJ and Sherry Tracey of Havertown, PA as associates.
- Registered In
- Connecticut
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- New Jersey
- Company Type
- Llc
- Status
- Active
- Website
- muniadvisors.com
- *********@muniadvisors.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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C T Corporation System
Registered Agent
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67 BURNSIDE AVE, EAST HARTFORD, CT 06108
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Anthony Inverso
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68 SARA DR, ROBBINSVILLE, NJ 08691
625 FARNSWORTH AVE, BORDENTOWN, NJ 08505
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Sherry Tracey
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201 STRATHMORE RD, HAVERTOWN, PA 19083
625 FARNSWORTH AVE, BORDENTOWN, NJ 08505
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Barry Bernabe
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11 ADDISON CT, WOLCOTT, CT 06716
53 RIVER ST STE 1, MILFORD, CT 06460
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Bryan Morris
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625 FARNSWORTH AVE, BORDENTOWN, NJ 08505
701 SAYRE DR, PRINCETON, NJ 08540
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Matthew Spoerndle
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53 RIVER ST, MILFORD, CT 06460
253 HEARTLAND TER, ORANGE, CT 06477
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David Thompson
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26 INDEPENDENCE DR, BORDENTOWN, NJ 08505
625 FARNSWORTH AVE, BORDENTOWN, NJ 08505
(View Past Addresses)
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53 RIVER ST STE 1, MILFORD, CT 06460
View Map
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625 FARNSWORTH AVE, BORDENTOWN, NJ 08505
View Map
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Financial Information for Phoenix Advisors, LLC
Form 5500
PHOENIX ADVISORS, LLC
625 Farnsworth Avenue, Bordentown, Nj 08505 (609) 291-0130 EIN:20-1382044 Plan Admin:Kathy A. Collins| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY21 / 20 Assets BOY/EOY$4,092,294 / $5,328,341 | 2023 | PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001 | 21 / 20 | $4,092,294 / $5,328,341 |
| 2022 | Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$4,910,922 / $4,092,294 | 2022 | PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001 | 19 / 19 | $4,910,922 / $4,092,294 |
| 2021 | Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$3,994,171 / $4,910,922 | 2021 | PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001 | 18 / 19 | $3,994,171 / $4,910,922 |
| 2020 | Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$3,100,731 / $3,994,171 | 2020 | PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001 | 18 / 18 | $3,100,731 / $3,994,171 |
| 2019 | Plan NamePHOENIX ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 18 Assets BOY/EOY$2,193,556 / $3,100,731 | 2019 | PHOENIX ADVISORS, LLC 401(K) PLAN - Plan #001 | 20 / 18 | $2,193,556 / $3,100,731 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PHOENIX ADVISORS, LLC
625 Farnsworth Avenue n/a, Bordentown, NJ 08505-2028 Industry:All Other Professional, Scientific, and Technical Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/13/2020 | Approved$483,223 Forgiven$488,122 LenderThe Bank of Princeton Jobs22 | 04/13/2020 | $483,223 | $488,122 | The Bank of Princeton | 22 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
Connecticut's Official State Website U.S. Department of Labor U.S. Small Business Administration
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