1110 W. Lake Cook Rd
Suite 265
Buffalo Grove, Illinois 60089
Tel: 847-520-5545
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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