Phan Capital

Phan Capital (CRD# 301304) is a financial advisory firm headquartered in , . They manage $2,786,223 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/phancapital/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $79,606
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Phan Capital
Showing 1 - 1 of 1 top financial advisors.
1
Nam Phan, financial advisor San Antonio TX
Nam N. Phan
CRD#: 7085582
San Antonio, TX

Nam Phan (CRD# 7085582) is an Investment Advisor Representative working at Phan Capital in San Antonio, TX and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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