PHASE III ADVISORY SERVICES, LTD

1110 W. Lake Cook Rd
Suite 265
Buffalo Grove, Illinois 60089
Tel: 847-520-5545

About PHASE III ADVISORY SERVICES, LTD

PHASE III ADVISORY SERVICES, LTD, formally registered with the SEC as PHASE III ADVISORY SERVICES, LTD. The firm was established in 02/11/2005. They have over 1 offices throughout the country.

PHASE III ADVISORY SERVICES, LTD is a Buffalo Grove, Illinois based Financial Planning firm with nearly $147,764,419 assets under management, offering retirement planning & investment advisory services to 1350 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122959
SEC#	801-63806
Assets Managed by Firm	$147,764,419
No. of Clients	1350
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1350	$147,764,419
Individuals (other than high net worth individuals)	302	$66,529,379
High net worth individuals	49	$81,235,040

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