Investment adviser · CRD 108203
RAA
Investment adviser filing (IA)
PHH INVESTMENTS, LTD.
ADDISON, TX, United States · Form ADV filed Dec 13, 2019
- Regulatory AUM
- $2.56B Form ADV · Item 5.F
- Client accounts
- 6,353 Accounts, not individual clients
- Employees
- 94 Reported in this filing
- Advisory professionals
- 83 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,011 | $1,656,297,833 | 64.8% |
| Individuals | 2,182 | $889,533,328 | 34.8% |
| Corporations & businesses | 5 | $9,322,654 | 0.4% |
| Charities | Fewer than 5 | $1,072,444 | 0.0% |
Filing source
Form ADV 1360972 · Dec 13, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Dec 13, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
15725 N. DALLAS PARKWAY, SUITE 220ADDISON, TX, 75001, United States
CRD 108203
Filing source
Form ADV 1360972 · Dec 13, 2019 · 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.