# PHILLIPS FINANCIAL MANAGEMENT, LLC

PHILLIPS FINANCIAL MANAGEMENT, LLC of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 309011
- Type: SEC-registered investment adviser
- SEC file number: 801-118819
- Location: 20819 N. CAVE CREEK RD., SUITE 101, PHOENIX, AZ, 85024
- Phone: 602-368-7092
- Latest filing: 2020-06-26
- Clients: 4

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [PHILLIPS RICHARD LYNN](https://search.stillhousedata.com/person/729002) | INVESTOR | — |
| [PHILLIPS CRAIG SCOTT](https://search.stillhousedata.com/person/761800) | INVESTMENT ADVISOR REPRESENTATIVE AND CCO; INVESTMENT ADVISOR REPRESENTATIVE, MANAGING MEMBER AND CCO | — |
| [PHILLIPS SEAN ANTHONY](https://search.stillhousedata.com/person/800658) | INVESTMENT ADVISOR REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309011/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309011/similar
- Related entities: https://search.stillhousedata.com/firm/309011/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309011

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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.