Phillips Financial Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Phillips Financial Management LLC
CRD #131344
SEC #801-63343
CIK #0001350660
AUM$915.6 MM
Employees21
Phone260-420-7732
Address6920 Pointe Inverness Way Suite 230
Fort Wayne, IN 46804
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IJH 49.8
IVV 42.9
IVE 41.0
AGG 36.8
IXUS 31.5
BNDX 23.3
VNQ 22.9
IJS 21.7
VEU 17.0
BND 16.2
View All
Holdings by Sector ($BB)
Comparable Firms AUM ($BB)
Winthrop Capital Management LLC
0.7
Baxter Capital Management Inc
0.7
Pettinga Financial Advisors LLC
0.7
Hammond Kennedy Whitney & Company Inc
0.8
Column Capital Advisors LLC
0.8
Sheaff Brock Investment Advisors LLC
0.8
Woodley Farra Manion Portfolio Management Inc
0.9
Shepherd Financial Investment Advisory LLC
1.0
Creative Financial Designs Inc
1.1
AXIA Advisory Corp
1.1