Allocator Index · CRD 319226
PHILLIPS WEALTH PLANNERS LLC
Starkville, MS · (662) 324-2889 · phillipsfinancial.org
Fit score
46
- aum $250M-$3.0B+22
- hnw>=75+16
- employees 3-60+8
HNW clients
114
Other individuals
198
HNW assets
$259.5M
Total AUM
$340.8M
Employees
6
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.