Phillip James Financial Co.
Phillip James Financial Co. is an SEC-registered wealth manager in Plymouth, MN with $222.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Phillip James Financial Co.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168228, SEC 801-120327, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $222.1M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Plymouth, MN
- Employees
- 3
- Clients
- 114
- CRD
- 168228
- Ownership
- CHRISTENSON, PHILLIP, RICHARD; SEXTON, JAMES, LIONEL
How much AUM does Phillip James Financial Co. have?
Phillip James Financial Co. reported $222.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Phillip James Financial Co.?
Disclosed owners and executives of Phillip James Financial Co. include CHRISTENSON, PHILLIP, RICHARD, SEXTON, JAMES, LIONEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.