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Building 2PHILLIPS FINANCIAL

Map pinFORT WAYNE, IN
Phone260-420-7732
NotebookSEC #801-63343
Total AUM
$2.6B
Employees
32
Clients
991

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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