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Chad Lee Burch

Managing MemberPhillips Financial Management, LLCCRD 1867503

About Chad Lee Burch

Chad Lee Burch is listed as Managing Member at Phillips Financial Management, LLC in Fort Wayne, IN. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Phillips Financial Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Chad Lee Burch work?

Chad Lee Burch is listed as Managing Member at Phillips Financial Management, LLC on SEC Form ADV.

How much of Phillips Financial Management, LLC does Chad Lee Burch own?

Form ADV reports a beneficial ownership band of 5-10%.

Phillips Financial Management, LLC

TitleManaging Member
Ownership5-10%
Control personYes
Since2004