PHILLIPS FINANCIAL - Financial Advisor in Indiana, Fort Wayne

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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