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
1110 W. Lake Cook Rd, Suite 265, Buffalo Grove, IL 60089
https://www.facebook.com/phase3advisory
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    1,350
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
John Bever, financial advisor Buffalo Grove IL
John W. Bever
CRD#: 1199159
1110 W. Lake Cook Road, Suite 265, Buffalo Grove, IL 60089

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, financial advisor Buffalo Grove IL
James M. Uren
CRD#: 4428814
1110 W. Lake Cook Road, Suite 265, Buffalo Grove, IL 60089

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals