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PHASE III ADVISORY SERVICES, LTD

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

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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 StatusApproved
Firm CRD#122959
SEC#801-63806
Assets Managed by Firm$147,764,419
No. of Clients1350
No. of Advisors2

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 ClientsAUM
Firm Total1350$147,764,419
Individuals (other than high net worth individuals)302$66,529,379
High net worth individuals49$81,235,040

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