Phillips Capital Advisors, Inc.
Phillips Capital Advisors, Inc. (CRD# 115758) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $588,585,326 in 646 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Phillips Capital Advisors, Inc.
By the Numbers
-
Total Assets Under Management589MILLION
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Total Number of Accounts646ACCOUNTS
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Average Account Value$911,123
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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.
CO, LA, NM, OK, TX
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