Phillips Financial Management is an investment advisor in Fort Wayne with $1.54 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201131890
SEC advisor number
801-63343
FINRA CRD number
131344
AUM ?
$1.75 bn
(as of 18 Sep 23)
Accounts
2,648
(as of 18 Sep 23)
Employees
31
(15 investment advisory or research)
Address
Phillips Financial Management
6920 POINTE INVERNESS WAY
SUITE 230
FORT WAYNE
IN 46804
6920 POINTE INVERNESS WAY
SUITE 230
FORT WAYNE
IN 46804
Phone
260-420-7732
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21