Investment adviser · CRD 151662

THE PHILLIPS GROUP ADVISORS

Investment adviser filing (IA)

TPG ADVISORS LLC

WOODLAND HILLS, CA, United States · Form ADV filed Aug 9, 2016

Regulatory AUM
$185M
Form ADV · Item 5.F
Client accounts
885
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
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: Aug 9, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

21031 VENTURA BLVD. SUITE 315
WOODLAND HILLS, CA, 91364, United States

CRD 151662

Filing source

Form ADV 1033921 · Aug 9, 2016 · 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.