Phibbs Financial
Firm details
- Headquarters
- Draper, Utah
- CRD number
- 322093
- Website
- phibbsfinancial.com
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM
- Client types
- Individuals87.63%
- HNWI12.37%
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Phibbs Financial is a limited liability company that operates as a non-independent, retail registered investment advisor serving individuals and families. The firm charges clients on a percentage-of-assets basis and describes itself as a capital allocator that provides portfolio management for individuals and small businesses, selects outside advisers, and runs educational seminars and workshops. Phibbs Financial does not identify as an active ESG investor and appears focused on traditional advisory relationships rather than pension or family-office service lines.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
1 of 1
Trevor Phibbs
Founder & CEOCRD 6778868
Wealth 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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