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Building 2PHILLIPS FINANCIAL MANAGEMENT, LLC

Map pinPHOENIX, AZ
Phone602-368-7092
NotebookSEC #801-118819
Total AUM
$0
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20819 N. CAVE CREEK RD.
SUITE 101
PHOENIX
AZ 85024
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
602-368-7092

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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