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Building 2THE PHILLIPS GROUP ADVISORS

Map pinWOODLAND HILLS, CA
Phone(818) 444-0280
NotebookSEC #801-70696
Total AUM
$185M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21031 VENTURA BLVD. SUITE 315
WOODLAND HILLS
CA 91364
United States
Operating Hours
6:30 A.M - 3:00 P.M.
Monday - Friday
Phone
(818) 444-0280

ReceiptFinancials

Total AUM
$185M
Accounts
885
Discretionary
$180M
Accounts
875
Non-Discretionary
$5M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Pending Regulatory ProceedingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ARCAFLNJNYPATX

HandshakeAffiliates

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

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