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Phillip James Consulting Co.

● SEC registered since 2021CRD 168228SEC# 801-120327Plymouth, MN
Export (members)
Reg. AUM
$197.3M
Employees
4
Accounts
759
Location
Plymouth, MN

Phillip James Consulting Co. assets under management

Phillip James Consulting Co. is an SEC-registered investment adviser based in Plymouth, MN. The firm has been registered since 2021. It reports $197.3 million in regulatory assets under management and employs 4 people.
www.facebook.com/phillipjamesfinancialView on SEC.gov ↗

Phillip James Consulting Co. owners & executives

2 reported
NameTitleOwnershipSince
James Lionel Sexton ControlChief Financial Officer50-75%2013
Phillip Richard Christenson ControlChief Executive Officer / Chief Compliance Officer50-75%2013

Frequently asked questions

How much does Phillip James Consulting Co. manage?

Phillip James Consulting Co. reports $197.3 million in regulatory assets under management on its Form ADV.

How many employees does Phillip James Consulting Co. have?

Phillip James Consulting Co. reports 4 employees.

Where is Phillip James Consulting Co. located?

Phillip James Consulting Co. is based in Plymouth, MN and has been SEC-registered since 2021.

Does Phillip James Consulting Co. disclose fund performance?

Phillip James Consulting Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3675 Plymouth Boulevard, Suite 110, Plymouth, MN 55446
Phone763-432-0852
Fax763-390-0023
Office hours8a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$192.3M
Non-discretionary$5M
Total (RAUM)$197.3M