|
⚲
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| PhD Consulting LLC
✚
|
|
|---|---|
| CRD # | 304989 |
| SEC # | 801-117154 |
| CIK # | |
| AUM | $136.0 MM (2023-03-31) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 844-743-4015 |
| Address | 7500 College Blvd, Suite 500 Overland Park, KS 66210 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 136.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 32 | 136.0 |
| By Discretionary | ||
| Discretionary | 8 | 75.8 |
| Non-Discretionary | 24 | 60.1 |
| Total | 32 | 136.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.0 | |
| Total | 32 | 136.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Macke Financial Advisory Group Inc
✚
|
FL | 0.1 |
|
Silverpeak Wealth Advisors LLC
✚
|
CO | 0.1 |
|
191 Godwin Associates Inc D/B/A Godwin Capital Management
✚
|
NJ | 0.1 |
|
Phase III Advisory Services Ltd
✚
|
IL | 0.1 |
|
Excomp Asset Management Ltd
✚
|
NY | 0.1 |
|
Strategy Financial Services LLC
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|
AZ | 0.1 |
|
IFB Wealth Management LLC
✚
|
FL | 0.1 |
|
Minerva Planning Group Inc
✚
|
GA | 0.1 |
|
MWA Financial Services Inc
✚
|
IL | 0.1 |
|
HF Advisory Group LLC
✚
|
MD | 0.1 |