Phillips Financial Management LLC

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Assets, Funds, Holdings

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Phillips Financial Management LLC
CRD #131344
SEC #801-63343
CIK #
AUM $1.0 BB (83% Disc, 100% US, 2020-03-17)
Employees26 (50% Investors, 0% Brokers)
Phone260-420-7732
Address6920 Pointe Inverness Way
Fort Wayne, IN 46804
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
101080860640420202002200820142021
Sector Issuer Cap ($MM) Value ($MM)
IVV 41.9
IJH 41.5
AGG 37.0
IVE 32.3
IXUS 30.2
BNDX 23.9
VNQ 21.4
IJS 17.4
BND 16.5
VEU 14.8
View All
Holdings by Sector ($)
0.50.40.30.20.10.02014201620182020
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