Frequently Asked Questions (FAQ) About
Phillips Financial Management LLC
- Where is Phillips Financial Management LLC Located
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6920 POINTE INVERNESS WAY, SUITE 230, FORT WAYNE, IN
- Phillips Financial Management LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Phillips Financial Management LLC, while the legal name is: PHILLIPS FINANCIAL MANAGEMENT, LLC
- Phillips Financial Management LLC: How many employees does the firm employ?
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Phillips Financial Management LLC has 21 employees, of which 13 are employees in advisory roles
- Phillips Financial Management LLC: How many clients does the firm serve?
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It serves 14 clients.
- Phillips Financial Management LLC: What are the top holdings of this firm?
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ISHARES TR CORE S&P500 ETF ISHARES TR CORE S&P MCP ETF ISHARES TR CORE US AGGBD ET ISHARES TR S&P 500 VAL ETF iShares Core MSCI Total Intern VANGUARD CHARLOTTE FDS VANGUARD INDEX FDS REAL ESTATE ETF ISHARES VANGUARD BD INDEX FD INC TOTAL BND MRKT ISHARES TR
- Phillips Financial Management LLC: What other investment firms are located in the vicinity?
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Security Financial Services Inc Monarch Capital Management Inc QBOX Fiduciary Solutions LLC Galecki Financial Management Inc Lincoln Financial Advisors Corporation Howard Bailey Securities LLC Compass Financial Advisors LLC Vestia Advisors LLC Dickmeyer Boyce Financial Management Inc Lincoln Financial Securities Corporation