linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen James Mastor

Phoenix Capital Realty Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen James Mastor

Stephen Mastor is a Managing Partner at Phoenix Capital Partners, Ltd. based in Dallas, TX. Stephen has been with Phoenix Capital Partners, Ltd. since January 1995 and is a registered Investment Advisor Representative at Phoenix Capital Realty Advisors, LLC based in Addison, TX. Stephen has been with Phoenix Capital Realty Advisors, LLC since January 2012. Stephen's firm primarily manages pooled investment vehicles for a total of 4 clients. The firm offers a variety of compensation arrangements including a percentage of assets, performance-based fees and other arrangements described as a percentage of initial investment costs.

Firm Information

Stephen Mastor is currently registered with Phoenix Capital Realty Advisors, LLC. Phoenix Capital Realty Advisors, LLC is an investment advisor located in Addison, Texas. They specialize in portfolio management for pooled investment vehicles. The firm manages approximately $233,404,197 in assets for 4 clients. They have 3 investment advisor representatives and 14 investment advisory functions. Their website is http://www.pcpre.com.
Phoenix Capital Realty Advisors, LLC

15725 NORTH DALLAS PARKWAY

ADDISON, TX 75001

$233.40M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

% of initial investment costs

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Mastor’s Registration & Firm History

TX

05/15/2018 - Present

Phoenix Capital Realty Advisors, LLC (Addison TX)

Not sure if Stephen James Mastor is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen James Mastor.
Not sure if Stephen James Mastor is right for you?