|
⚲
|
| Phillip James Consulting Co
✚
| |
|---|---|
| CRD # | 168228 |
| SEC # | 801-120327 |
| CIK # | |
| AUM | $166.5 MM (2024-03-15) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 763-432-0852 |
| Address | 3675 Plymouth Boulevard Plymouth, MN 55446 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 21.9 |
| (b) Individuals (high net worth individuals) | 53 | 144.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 727 | 166.5 |
| By Discretionary | ||
| Discretionary | 718 | 164.7 |
| Non-Discretionary | 9 | 1.9 |
| Total | 727 | 166.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.5 | |
| Total | 727 | 166.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Holos Integrated Wealth LLC
✚
|
PA | 0.2 |
|
Lander & Associates Inc
✚
|
VA | 0.2 |
|
Sequoia Planning & Investments LLC
✚
|
WA | 0.2 |
|
RH Dinel Investment Counsel Inc
✚
|
CA | 0.2 |
|
Asempa LLC
✚
|
LA | 0.2 |
|
Purtill Financial LLC
✚
|
OH | 0.2 |
|
Lloyd Park LLC
✚
|
IL | 0.2 |
|
Rightwealth Advisors LLC
✚
|
OH | 0.2 |
|
The Clifford Group LLC
✚
|
MA | 0.2 |
|
Campbell Financial Partners LLC
✚
|
FL | 0.2 |