PHILLIPS FINANCIAL STRATEGIES LLC

PHILLIPS FINANCIAL STRATEGIES LLC of WASHINGTON, DC is an SEC-registered investment adviser (CRD 305146). Regulatory assets under management: $83.6M.

Registration

• CRD: 305146
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305146 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search