SEC Form ADV

PHILLIPS FINANCIAL

Registered Investment AdviserIN
$2.6B
Assets Under Management
3,264
Total Clients
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Registration Details

Accession
CRD-131344
Location
FORT WAYNE, IN
Filing Date
March 17, 2026
AUM
$2.6B
Total Clients
3,264
Amendment
No

About this Adviser

PHILLIPS FINANCIAL is a registered investment adviser headquartered in FORT WAYNE, IN, managing approximately $2.6B in assets across 3,264 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.