PHD CONSULTING LLC
Doing business as PHD RETIREMENT CONSULTING. SEC Form ADV profile.
Total regulatory AUM
$559,187,300
Discretionary
$239,364,388
Non-discretionary
$319,822,912
Firm details
- CRD number
- 304989
- SEC file number
- 801-117154
- Main office
- OVERLAND PARK, KS, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.