PHIL ADVISORS LLC
Firm details
- Headquarters
- ,
- CRD number
- 339339
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Phil Advisors LLC operates as a limited liability company focused on providing portfolio management services. The firm caters to both individual clients and small businesses, as well as larger institutions. While it does not actively engage in ESG investing, Phil Advisors LLC employs a fee structure based on a percentage of assets under management. The firm is not classified under any specific category and does not act as a capital allocator. Its investment activities are primarily centered around portfolio management, reflecting a commitment to tailored financial strategies for its diverse client base.
Assets & Accounts
Public Holdings
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
Owners & executives
1 of 1JEFFREY CONN
CEOCRD 4984924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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