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Phillip James Financial Co.
Plymouth, Minnesota
5.0
8 Reviews
Phillip James Financial Co. is a small investment advisory firm based out of Plymouth, MN, with a single office. With a team of four dedicated professionals, including two investment advisors, they offer comprehensive financial guidance and strive to help their clients achieve their financial goals.
With an average of approximately $67,500,000 in assets under management per investment advisor, Phillip James Financial Co. maintains an industry-average standing. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a flexible approach to meet their clients' nee...see more
Assets Under Mgmt
$135.01M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Other Business Activities
- Accountant or accounting firm
Reviews for Phillip James Financial Co.
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