Phase Iii Advisory Services, Ltd
Phase Iii Advisory Services, Ltd (CRD# 122959) is a financial advisory firm headquartered in Buffalo Grove, IL. They manage $147,764,419 in 1,350 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management148MILLION
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Total Number of Accounts1,350ACCOUNTS
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Average Account Value$109,455
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, IL, IN, MI, NC, TX, WI
Financial Advisors at Phase Iii Advisory Services, Ltd
1
John Bever (CRD# 1199159) is an Investment Advisor Representative working at Phase Iii Advisory Services, Ltd in Buffalo Grove, IL and has over 37 years of experience in the finance industry.
2
James Uren (CRD# 4428814) is an Investment Advisor Representative working at Phase Iii Advisory Services, Ltd in Buffalo Grove, IL and has over 22 years of experience in the finance industry.
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