PHILLIPS FINANCIAL MANAGEMENT, LLC
Doing business as PHILLIPS FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$2,636,493,500
Discretionary
$2,292,594,620
Non-discretionary
$343,898,880
Firm details
- CRD number
- 131344
- SEC file number
- 801-63343
- Main office
- FORT WAYNE, IN, United States
- Employees
- 32
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.