Phillips Financial, IN — Investment Adviser | BuildTrust

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PHILLIPS FINANCIAL

Investment AdviceFORT WAYNE, IN

Assets Under Management

$2.2B

Total AUM

Donut chart: Discretionary 1.9B, Non-Discretionary 324.2M
Category	Value
Discretionary	1.9B
Non-Discretionary	324.2M

Adviser Information

Field	Value
CRD Number	131344
SEC Number	801-63343
Street Address	6920 POINTE INVERNESS WAY
Street Address 2	SUITE 230
Location	FORT WAYNE, IN 46804
Country	United States
Phone	260-420-7732
Fax	260-420-5553
Total Employees	31

Client Count by Type (970 Total)

Horizontal bar chart: Individuals (other than H… 490, High Net Worth Individual… 374, Pension/Profit Sharing Pl… 63, Other Investment Advisers 25, Charitable Organizations 11, Corporations/Businesses 7
Category	Value
Individuals (other than H…	490
High Net Worth Individual…	374
Pension/Profit Sharing Pl…	63
Other Investment Advisers	25
Charitable Organizations	11
Corporations/Businesses	7