Overview
Assets Under Management: $2.2 billion
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 374
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 374
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,084
Discretionary Accounts: 3,028
Non-Discretionary Accounts: 56
Regulatory Filings
CRD Number: 131344
Filing ID: 1986615
Last Filing Date: 2025-05-01 15:34:00
Website: https://1phillips.com