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PHILLIPS FINANCIAL
FORT WAYNE, IN
260-420-7732
SEC #801-63343Total AUM
$2.6B
Employees
32Clients
991Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6920 POINTE INVERNESS WAY
SUITE 230
FORT WAYNE
IN 46804
United States
SUITE 230
FORT WAYNE
IN 46804
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
260-420-7732
Other Offices
1
Financials
Total AUM
$2.6B
Accounts
3,264Discretionary
$2.3B
Accounts
3,209Non-Discretionary
$343.9M
Accounts
55
Clients
Individual Clients
472AUM
$195.2M
HNW Individual Clients
416AUM
$1.5B
Pension/Profit Sharing Plan Clients
63AUM
$552.7M
Charitable Organization Clients
10AUM
$304.9M
Investment Advisor Clients
25AUM
$73.2M
Corporation or Business Clients
5AUM
$5.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILINKYLAMAMDMINCNYOHPATNTXWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.