Phillips Capital Advisors Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Phillips Capital Advisors Inc ✚
CRD #	115758
SEC #	801-66961
CIK #
AUM
Employees	17 (88% Investors, 100% Brokers)
Phone	405-943-9433
Address	3401 NW 63rd St Ste 500 Oklahoma City, OK 73116
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	428	68.8
(b) Individuals (high net worth individuals)	163	84.5
(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	10	14.7
(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	5	381.1
(n) Other	23	39.5
Total	646	588.6
By Discretionary
Discretionary	489	145.3
Non-Discretionary	157	443.3
Total	646	588.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		588.6
Total	646	588.6

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