LP Profile

PHD Retirement Consulting

Also known as phd retirement consulting

Wealth ManagerOverland Park, United StatesFounded 2013
$121M
Assets Under Management
Overland Park
Headquarters
Investment Focus

About PHD Retirement Consulting

PHD Retirement Consulting is a wealth manager based in Overland Park, US. Founded in 2013. Reported AUM: 121 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to PHD Retirement Consulting from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$506.2M
Total Clients
66
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to PHD Retirement Consulting across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is PHD Retirement Consulting?

PHD Retirement Consulting is a wealth manager based in Overland Park, United States, managing approximately $121M in assets.

Where is PHD Retirement Consulting headquartered?

PHD Retirement Consulting is headquartered in Overland Park, United States.

How much does PHD Retirement Consulting manage?

PHD Retirement Consulting manages approximately $121M in assets under management.

When was PHD Retirement Consulting founded?

PHD Retirement Consulting was founded in 2013.

How can I contact PHD Retirement Consulting?

Verified contact details, key decision-makers, and investment preferences for PHD Retirement Consulting are available on LPbacked. Create a free account to access them.