PHILLIP JAMES FINANCIAL CO.

3675 Plymouth Boulevard
Suite 110
Plymouth, Minnesota 55446
Tel: 763-432-0852

About PHILLIP JAMES FINANCIAL CO.

PHILLIP JAMES FINANCIAL CO, formally registered with the SEC as PHILLIP JAMES FINANCIAL CO. The firm was established in 02/16/2021. They have over 1 offices throughout the country.

PHILLIP JAMES FINANCIAL CO. is a Plymouth, Minnesota based Financial Planning firm with nearly $166,541,038 assets under management, offering retirement planning & investment advisory services to 727 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168228
SEC#	801-120327
Assets Managed by Firm	$166,541,038
No. of Clients	727
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	727	$166,541,038
Individuals (other than high net worth individuals)	62	$21,886,968
High net worth individuals	53	$144,654,070

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AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
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