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 $1,749,643,216 in assets under management and provides investment advisory services for 2648 clients. There are currently 31 financial advisors at the firm.

General Information

Firm CRD#:		131344
SEC#:		801-63343
Assets under Management:		$1,749,643,216
No. of Clients:		2648
No. of Advisors:		31
Advisory Services Provided:		Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Publication of periodicals or Newsletters, Educational Seminars/ Workshops
Fee Structure:		A Percentage of AUM, Hourly charges, Fixed Fees, Commision Based

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