The Phillips Group Advisors

The Phillips Group Advisors (CRD# 151662) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $185,000,000 in 885 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    885
    ACCOUNTS
  • Average Account Value
    $209,040
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, FL, NJ, NY, PA, TX

Financial Advisors at The Phillips Group Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Andrew Davis
CRD#: 5823706
21031 Ventura Blvd. Suite 315, Woodland Hills, CA 91364
93
Wealthminder
score

Andrew Davis (CRD# 5823706) is an Investment Advisor Representative working at The Phillips Group Advisors in Woodland Hills, CA and has over 6 years of experience in the finance industry.

2
Tracy J. Diestel
CRD#: 1312688
21031 Ventura Blvd, Suite 315, Woodland Hills, CA 91364
93
Wealthminder
score

Tracy Diestel (CRD# 1312688) is an Investment Advisor Representative working at The Phillips Group Advisors in Woodland Hills, CA and has over 23 years of experience in the finance industry.

3
Morten Roness
CRD#: 2291488
21031 Ventura Blvd, Suite 315, Woodland Hills, CA 91364
83
Wealthminder
score

Morten Roness (CRD# 2291488) is an Investment Advisor Representative working at The Phillips Group Advisors in Woodland Hills, CA and has over 23 years of experience in the finance industry.

4
Larry M. Phillips
CRD#: 362671
21031 Ventura Blvd, Suite 315, Woodland Hills, CA 91364
38
Wealthminder
score

Larry Phillips (CRD# 362671) is an Investment Advisor Representative working at The Phillips Group Advisors in Woodland Hills, CA and has over 32 years of experience in the finance industry.

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