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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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