Phillips Financial Strategies LLC

Phillips Financial Strategies LLC (CRD# 305146) is a financial advisory firm headquartered in Washington, DC. They manage $63,668,434 in 249 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
700 Pennsylvania Ave Se, Ste 200, Washington, DC 20003
https://www.instagram.com/phillips_financial_strategies/
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $255,697
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
  • Pension consulting services
  • 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.

CT, DC, LA, MD, TX, VA

Financial Advisors at Phillips Financial Strategies LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Phillips, financial advisor Washington DC
William A. Phillips
CRD#: 5498335
700 Pennsylvania Ave. Se, Ste 200, Washington, DC 20003

William Phillips (CRD# 5498335) is an Investment Advisor Representative working at Phillips Financial Strategies LLC in Washington, DC and has over 15 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.

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