Phibbs Financial
Firm details
- Headquarters
- Draper, Utah
- CRD number
- 322093
- Website
- phibbsfinancial.com
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM
- Client types
- Individuals87.26%
- HNWI12.74%
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Phibbs Financial is a privately held limited liability company that operates as a non-independent retail RIA focused on individual and family clients. The firm bills on a percentage-of-AUM basis and provides portfolio management for individuals and small businesses, selects third‑party advisers on clients’ behalf, and runs educational seminars and workshops. The firm identifies itself as a capital allocator and lists an affiliation with an insurance company. It is state‑registered in California, Florida, Michigan, Ohio and Utah.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents11%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Draper, UT
Salt Lake
Location
Draper, UT
Headquartered in Draper, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 11576 S State St
- Time zone
- MT (UTC-7)
- Office locations
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