PHILLIPS FINANCIAL

Tel: 260-420-7732 6920 Pointe Inverness Way Suite 230 Fort Wayne, Indiana 46804

About PHILLIPS FINANCIAL

PHILLIPS FINANCIAL is a Fort Wayne, Indiana based financial advisory firm with nearly $2,057,903,619 in assets under management and provides investment advisory services for 2853 clients. There are currently 32 financial advisors at the firm.

General Information

Firm CRD#:

131344

Firm SEC#:

801-63343

Assets Under Management:

$2,057,903,619

No. of Clients:

2853

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops

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