Tech stack
No one at Phillips Ray Capital Management, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Fidelity
Per Form ADV · $75M held · filed Mar 2024
H
Hilltop Securities Inc.
Per Form ADV · $16M held · filed Mar 2024