William H. Phillips & Company, LLC

William H. Phillips & Company, LLC (CRD# 120700) is a financial advisory firm headquartered in , . They manage $24,552,249 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $598,835
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

DC

Financial Advisors at William H. Phillips & Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William H. Phillips
CRD#: 4542454
Washington, DC
93
Wealthminder
score

William Phillips (CRD# 4542454) is an Investment Advisor Representative working at William H. Phillips & Company, LLC in Washington, DC and has over 14 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.