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PHILLIPS RAY CAPITAL MANAGEMENT, INC.
2727 W 7th Street
Suite 220
Fort Worth, Texas 76107
Tel: 817-338-4223
About PHILLIPS RAY CAPITAL MANAGEMENT, INC.
PHILLIPS RAY CAPITAL MANAGEMENT, INC, formally registered with the SEC as PHILLIPS RAY CAPITAL MANAGEMENT, INC. The firm was established in 04/11/2022. They have over 1 offices throughout the country.
PHILLIPS RAY CAPITAL MANAGEMENT, INC. is a Fort Worth, Texas based Financial Planning firm with nearly $90,671,829 assets under management, offering retirement planning & investment advisory services to 110 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114408 |
| SEC# | 801-123668 |
| Assets Managed by Firm | $90,671,829 |
| No. of Clients | 110 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 110 | $90,671,829 |
| Individuals (other than high net worth individuals) | 7 | $799,523 |
| High net worth individuals | 98 | $87,309,408 |
| Corporations or other businesses | 5 | $2,562,898 |
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