DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > indiana > fort wayne
PHILLIPS FINANCIAL
Tel: 260-420-7732
6920 Pointe Inverness Way Suite 230
Fort Wayne, Indiana 46804
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
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
Firm CRD#:
131344
SEC#:
801-63343
No. of Clients:
2853
Assets under Management
$2,057,903,619
No. of Advisors:
32
More Financial Advisory Firms in Fort Wayne, Indiana
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| 40/86 ADVISORS, INC. | 107740 | 78 |
| ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | 37 |
| SANCTUARY ADVISORS, LLC | 226606 | 643 |
| OXFORD FINANCIAL GROUP, LTD | 105303 | 150 |
| SAPIENT CAPITAL LLC | 324899 | 56 |
| VALEO FINANCIAL ADVISORS, LLC | 127132 | 155 |
More Firms in Fort Wayne, Indiana >>