Phoenix Advisors, LLC

Texas
Registered In
11/18/2016
Incorp. Date
Foreign
Registration Type
New Jersey
Foreign Jurisdiction

Company Summary

Phoenix Advisors, LLC at 1932 S Buffalo Ave, Buffalo, Tx 75831 lists David Thompson of Bordentown, NJ and Anthony Inverso of Robbinsville, NJ as associates.

Overview

Registered In
Texas
Incorporation Date
Company Type
Foreign Limited Liability Company (Llc)
Status
Withdrawn
Registration Type
Foreign
Foreign Jurisdiction
New Jersey
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People

Serve Secretary Of State For Mailing To Registered Agent
625 FARNSWORTH AVE, BORDENTOWN, NJ 08505
David Thompson CEO
26 INDEPENDENCE DR, BORDENTOWN, NJ 08505
Anthony Inverso Director
21 UNION ST, ROBBINSVILLE, NJ 08691
David Thompson Director
26 INDEPENDENCE DR, BORDENTOWN, NJ 08505
Matthew Spoerndle Director
2563 HEARTLAND TER, ORANGE, CT 06461
Sherry Tracey Director
854 INDEPENDENCE CT, PHILADELPHIA, PA 19147
Barry Bernabe MANAGING DIRECTOR
11 ADDISON CT, WOLCOTT, CT 06716
Sherry Tracey SR MD
854 INDEPENDENCE CT, PHILADELPHIA, PA 19147
Matthew Spoerndle SR MD
2563 HEARTLAND TER, ORANGE, CT 06461
Anthony Inverso SR MD
21 UNION ST, ROBBINSVILLE, NJ 08691

Map & Locations

1932 S BUFFALO AVE, BUFFALO, TX 75831 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Phoenix Municipal Advisors, Llc
Buffalo, TX

Financials

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
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
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.

Linked Companies

Related Business Names:
Gm Phoenix Advisors LLC Registered in New York
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Phoenix Advisors, LLC Registered in New Jersey
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Phoenix Advisors, LLC Registered in Michigan
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Phoenix Advisors LLC Registered in Wyoming
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Phoenix Advisors LLC Registered in Florida
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Phoenix Advisors, LLC Registered in Arizona
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Phoenix Advisors, LLC Registered in Connecticut
Bordentown, NJ Robbinsville, NJ (1 more) View Report
Phoenix Advisors, LLC Registered in Pennsylvania
Montgomeryville, PA View Report
Phoenix Advisors, LLC Registered in North Carolina
Charlotte, NC View Report
Phoenix Advisors LLC Registered in North Carolina
Wilmington, NC View Report
Phoenix Advisors LLC Registered in Nevada
Nevada View Report
White Phoenix Advisors LLC Registered in Alabama
Hoover, AL View Report
Continuum Phoenix Advisors, LLC Registered in California
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Phoenix Advisors LLC Registered in Florida
Miami, FL View Report
Phoenix Advisors LLC Registered in Washington
Seattle, WA View Report
Phoenix Advisors LLC Registered in Minnesota
Eden Prairie, MN View Report
Phoenix Advisors LLC Registered in Virginia
Arlington, VA Purcellville, VA View Report
Phoenix Advisors, LLC Registered in Florida
West Palm Beach, FL View Report
Silver Phoenix Advisors LLC Registered in Florida
Coconut Creek, FL View Report
Person/City Match:Serve Secretary Of State For Mailing To - Bordentown, NJ
Omaha, NE Princeton, NJ View Report
Person/City Match:David Thompson - Bordentown, NJ
Thompson Properties of Nc, LLC Registered in North Carolina
Bordentown, NJ New Bern, NC View Report

Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration
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