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PHILLIPS CAPITAL ADVISORS, INC.

Tel: 405-943-9433
3401 Nw 63rd St. Ste 500

Oklahoma City, Oklahoma  73116

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PHILLIPS CAPITAL ADVISORS, INC.

PHILLIPS CAPITAL ADVISORS, INC. is a Oklahoma City, Oklahoma based financial advisory firm with nearly $542,117,988 in assets under management and provides investment advisory services for 347 clients. There are currently 17 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

115758

SEC#:

801-66961

No. of Clients:

347

Assets under Management

$542,117,988

No. of Advisors:

17

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