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Managing Member & Chief Compliance Officer · Fenix Trading

Julian Galvez Pourtale

CRD 4474817 · Named on Form ADV at one SEC-registered adviser

At a glance

Fenix Trading, an SEC-registered wealth manager based in New York, NY with $160 million in regulatory assets, lists Julian Galvez Pourtale on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • Fenix TradingManaging Member & Chief Compliance OfficerWealth manager · New York, NY · $160M in regulatory assets

AtlasMembers

Julian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.