Phillip James Financial Company

Phillip James Financial Company (CRD# 168228) is a financial advisory firm headquartered in Plymouth, MN. They manage $166,541,038 in 727 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3675 Plymouth Boulevard, Suite 110, Plymouth, MN 55446
https://www.youtube.com/channel/uciio1erbj38lfzbofmwbijq
By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    727
    ACCOUNTS
  • Average Account Value
    $229,080
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Phillip James Financial Company
No Advisor Found.

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.

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