PPrivate Fund Data Log in Join · $37/mo

Richard Lynn Phillips

Managing MemberPhillips Financial Management, LLCCRD 705499

About Richard Lynn Phillips

Richard Lynn Phillips is listed as Managing Member at Phillips Financial Management, LLC in Fort Wayne, IN. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Phillips Financial Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Richard Lynn Phillips work?

Richard Lynn Phillips is listed as Managing Member at Phillips Financial Management, LLC on SEC Form ADV.

How much of Phillips Financial Management, LLC does Richard Lynn Phillips own?

Form ADV reports a beneficial ownership band of 25-50%.

Phillips Financial Management, LLC

TitleManaging Member
Ownership25-50%
Control personYes
Since2004