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Building 2PHILLIPS WEALTH PLANNERS LLC

Map pinSTARKVILLE, MS
Phone(662) 324-2889
NotebookSEC #801-126127
Total AUM
$340.8M
Employees
6
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
104 WEST LAMPKIN STREET
STARKVILLE
MS 39759
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
(662) 324-2889

ReceiptFinancials

Total AUM
$340.8M
Accounts
2,986
Discretionary
$332.4M
Accounts
2,970
Non-Discretionary
$8.4M
Accounts
16

ContactClients

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Individual Clients
198
AUM
$69.2M
HNW Individual Clients
114
AUM
$259.5M
Pension/Profit Sharing Plan Clients
9
AUM
$12M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALAMSTNTX

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

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