PHD RETIREMENT CONSULTING

7500 College Blvd., Suite 500
Overland Park, Kansas 66210
Tel: 844-743-4015

About PHD RETIREMENT CONSULTING

PHD RETIREMENT CONSULTING, formally registered with the SEC as PHD RETIREMENT CONSULTING. The firm was established in 08/12/2019. They have over 1 offices throughout the country.

PHD RETIREMENT CONSULTING is a Overland Park, Kansas based Financial Planning firm with nearly $394,576,606 assets under management, offering retirement planning & investment advisory services to 38 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304989
SEC#	801-117154
Assets Managed by Firm	$394,576,606
No. of Clients	38
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	38	$394,576,606
Pension and profit sharing plans	38	$394,576,606

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