PHILLIPS FINANCIAL

6920 Pointe Inverness Way
Suite 230
Fort Wayne, Indiana 46804
Tel: 260-420-7732

About PHILLIPS FINANCIAL

PHILLIPS FINANCIAL, formally registered with the SEC as PHILLIPS FINANCIAL. The firm was established in 07/23/2004. They have over 2 offices throughout the country.

PHILLIPS FINANCIAL is a Fort Wayne, Indiana based Financial Planning firm with nearly $2,057,903,619 assets under management, offering retirement planning & investment advisory services to 2853 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131344
SEC#	801-63343
Assets Managed by Firm	$2,057,903,619
No. of Clients	2853
No. of Advisors	32

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2853	$2,057,903,619
Individuals (other than high net worth individuals)	480	$180,220,357
High net worth individuals	342	$1,060,773,104
Pension and profit sharing plans	66	$500,224,374
Charitable organizations	11	$271,464,840
Other investment advisers	27	$40,860,742
Corporations or other businesses	4	$4,360,202

More Retirement Planning firms in Fort Wayne, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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