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PHILLIP JAMES FINANCIAL CO.
Tel: 763-432-0852
3675 Plymouth Boulevard Suite 110
Plymouth, Minnesota 55446
PHILLIP JAMES FINANCIAL CO.
PHILLIP JAMES FINANCIAL CO. is a Plymouth, Minnesota based financial advisory firm with nearly $166,541,038 in assets under management and provides investment advisory services for 727 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
168228
SEC#:
801-120327
No. of Clients:
727
Assets under Management
$166,541,038
No. of Advisors:
4
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