Be advised. This firm is no longer registered.

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 - 1 of 1 top financial advisors.
1
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 34 years of experience in the finance industry.

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