# PHILLIPS FINANCIAL STRATEGIES LLC

PHILLIPS FINANCIAL STRATEGIES LLC of WASHINGTON, DC is an SEC-registered investment adviser.

## Registration

- CRD: 305146
- Type: SEC-registered investment adviser
- Location: 700 PENNSYLVANIA AVE SE, WASHINGTON, DC, 20003
- Phone: (202) 681-1161
- Latest filing: 2025-06-20
- Regulatory AUM: $83.6M
- Discretionary AUM: $83.6M
- Clients: 4
- Accounts: 270

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305146/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305146/similar
- Related entities: https://search.stillhousedata.com/firm/305146/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305146

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.