Investment adviser · CRD 309011

PHILLIPS FINANCIAL MANAGEMENT, LLC

Investment adviser filing (IA)

PHOENIX, AZ, United States · Form ADV filed Jun 26, 2020

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 26, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

20819 N. CAVE CREEK RD., SUITE 101
PHOENIX, AZ, 85024, United States

CRD 309011

Filing source

Form ADV 1436591 · Jun 26, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.