PHILLIP JAMES CONSULTING CO.
Doing business as PHILLIP JAMES FINANCIAL CO.. SEC Form ADV profile.
Total regulatory AUM
$222,065,777
Discretionary
$219,237,541
Non-discretionary
$2,828,236
Firm details
- CRD number
- 168228
- SEC file number
- 801-120327
- Main office
- PLYMOUTH, MN, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.