⚲
|
PhD Consulting LLC
✚
| |
---|---|
CRD # | 304989 |
SEC # | 801-117154 |
CIK # | |
AUM | $394.6 MM (2024-03-05) |
Employees | 5 (20% Investors, 0% Brokers) |
Phone | 844-743-4015 |
Address | 7500 College Blvd, Suite 500 Overland Park, KS 66210 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 38 | 394.6 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 38 | 394.6 |
By Discretionary | ||
Discretionary | 8 | 157.0 |
Non-Discretionary | 30 | 237.6 |
Total | 38 | 394.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 394.6 | |
Total | 38 | 394.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Navigate Private Wealth LLC
✚
|
UT | 0.4 |
First City Capital Management Inc
✚
|
GA | 0.4 |
Enrich Financial Partners LLC
✚
|
WI | 0.4 |
Concorde Asset Management LLC
✚
|
MI | 0.4 |
Sierra Ocean LLC
✚
|
CA | 0.4 |
Silver Coast Investments LLC
✚
|
CA | 0.4 |
North Shore Private Asset Management LLC
✚
|
IL | 0.4 |
SMH Capital Advisors LLC
✚
|
TX | 0.4 |
Kercheville Advisors LLC
✚
|
TX | 0.4 |
Strongbox Wealth LLC
✚
|
MO | 0.4 |