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| Happy Holidays!! thanks for using AUM13F!! |
| Phillips Financial Management LLC
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| CRD # | 131344 |
| SEC # | 801-63343 |
| CIK # | 0001350660 |
| AUM | $2.2 B (2025-05-01) |
| Employees | 31 (52% Investors, 0% Brokers) |
| Phone | 260-420-7732 |
| Address | 6920 Pointe Inverness Way Fort Wayne, IN 46804 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 490 | 0.2 |
| (b) Individuals (high net worth individuals) | 374 | 1.2 |
| (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 | 63 | 0.5 |
| (h) Charitable organizations | 11 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 25 | 0.1 |
| (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 | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,084 | 2.2 |
| By Discretionary | ||
| Discretionary | 3,028 | 1.9 |
| Non-Discretionary | 56 | 0.3 |
| Total | 3,084 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 3,084 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001350660] |
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