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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- Eagle insightFusion pathway
- Established Date
- 07-08-2016
- Office Locations
- 1
Office Locations
About Phoenix Financial Engineering, LLC
Phoenix Financial Engineering is a Baltimore-based RIA providing goals-based financial planning and ongoing portfolio management. Its Discover–Design–Deploy process aligns portfolios to each client’s risk preferences, then implements, monitors, and revisits the plan. Strategies often use ETFs and fixed income (corporate and government bonds) alongside cash, with an emphasis on risk management; serves entrepreneurs. Uses Nitrogen (Riskalyze) and custodies with Schwab. Donates 1% of revenue annually to a client-selected charity (4ocean in 2024).
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Owner & Executives
DAVID MARTIN BONNICHSEN
Chief Compliance Officer, Managing Member, President
- CRD
- #6021950
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,500,000 | -- |
| Total | $12,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $729,451,732 | 17.9% |
| Corporate - Investment Grade | $484,942,772 | 11.9% |
| U.S. Government/Agency | $326,011,947 | 8.0% |
| Cash | $1,365,175,030 | 33.5% |
| Municipal Bonds | $1,169,567,862 | 28.7% |
| Total | $4,075,149,343 | 100.0% |