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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| PhD Consulting LLC
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|---|---|
| CRD # | 304989 |
| SEC # | 801-117154 |
| CIK # | |
| AUM | $398.4 M (2025-03-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 844-743-4015 |
| Address | 7111 W 151st Street Overland Park, KS 66223-2231 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 56 | 398.4 |
| (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 | 56 | 398.4 |
| By Discretionary | ||
| Discretionary | 11 | 201.7 |
| Non-Discretionary | 45 | 196.7 |
| Total | 56 | 398.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 398.4 | |
| Total | 56 | 398.4 |
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NC | 0.4 |
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AL | 0.4 |
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Zullo Investment Group Inc
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PA | 0.4 |
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HI | 0.4 |
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Pinnacle Peak Private Client Group LLC
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AZ | 0.4 |
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IL | 0.4 |
|
MRWM Advisors LLC
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TN | 0.4 |