Overview
Assets Under Management: $934 million
Headquarters: MILTON, GA
High-Net-Worth Clients: 233
Average Client Assets: $3 million
Frequently Asked Questions
PHILIP JAMES WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297517), PHILIP JAMES WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PHILIP JAMES WEALTH MANAGEMENT, LLC is headquartered in MILTON, GA.
PHILIP JAMES WEALTH MANAGEMENT, LLC serves 233 high-net-worth clients according to their SEC filing dated January 06, 2025. View client details ↓
According to their SEC Form ADV, PHILIP JAMES WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PHILIP JAMES WEALTH MANAGEMENT, LLC manages $934 million in client assets according to their SEC filing dated January 06, 2025.
According to their SEC Form ADV, PHILIP JAMES WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 233
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,636
Discretionary Accounts: 1,636
Regulatory Filings
CRD Number: 297517
Last Filing Date: 2025-01-06 00:00:00
Website: https://pgiwm.com