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Building 2PHILLIP JAMES FINANCIAL CO.

Map pinPLYMOUTH, MN
Phone763-432-0852
NotebookSEC #801-120327
Total AUM
$222.1M
Employees
3
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3675 PLYMOUTH BOULEVARD
SUITE 110
PLYMOUTH
MN 55446
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
763-432-0852

ReceiptFinancials

Total AUM
$222.1M
Accounts
758
Discretionary
$219.2M
Accounts
751
Non-Discretionary
$2.8M
Accounts
7

ContactClients

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Individual Clients
54
AUM
$24.3M
HNW Individual Clients
60
AUM
$197.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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

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