Phase Financial

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

6041 W 450 S, Columbus, Indiana, 47201, ...

Phone Number

(812) 342-0882

Revenue

<$5 Million

Industry

Finance Securities Trading

About Phase Financial

Here at Phase Financial, we are all about integrating life's financial phases with your lasting legacy. Contact us today!Explore more
Phase Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Phase Financial Org Chart

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DB
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Chief Investment Officer

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KG
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Financial Associate & Representative

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TF
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Wealth Management Advisor

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LJ
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Phase Financial Specializing In 55 Individual...

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Compare Similar Companies to Phase Financial

Compare insights from companies similar to Phase Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Phase Financial

<$5M
1-10
Private
-
2008
DB
Daniel BagotChief Investment Officer
$21.3M
11-50
Private
<$5M
1980
Eric Unger, Partner, President, Chief Compliance Officer at Affiance Financial
Eric UngerPartner, President, Chief Compliance Officer
<$5M
1-10
Private
-
1995
EL
Elizabeth LinesAdvisor Assistant
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
2003
MR
Michael ReedManaging Member
Illustration of an envelope

Phase Financial Tech Stack

A closer look at the technologies used by Phase Financial

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Frequently Asked Questions Regarding Phase Financial

What is Phase Financial's official website?
Phase Financial's official website is www.phasefinancialllc.com
What is Phase Financial's Revenue?
Phase Financial's revenue is <$5 Million
What is Phase Financial's SIC code?
Phase Financial's SIC: 62,628
What is Phase Financial's NAICS code?
Phase Financial's NAICS: 52,523
How many employees does Phase Financial have?
Phase Financial has 1-10 employees
What industry does Phase Financial belong to?
Phase Financial is in the industry of: Finance, Securities Trading
What is Phase Financial competition?
Phase Financial top competitors include: Affiance Financial, Vertex Capital Advisors, Whittenburg Insurance Agency, TRSS Wealth Management
What technology does Phase Financial use?
Some of the popular technologies that Phase Financial uses are: Microsoft IIS, WordPress.org, Sentry, Comcast
How do I contact Phase Financial?
Phase Financial contact info: Phone number: (812) 342-0882 Website: www.phasefinancialllc.com
What does Phase Financial do?

Here at Phase Financial, we are all about integrating life's financial phases with your lasting legacy. Contact us today!... Read More

What are Phase Financial social media links?
Phase Financial Linkedin page
Is Phase Financial a public company?
Phase Financial is private company therefore does not currently have an official ticker symbol
See more information about Phase Financial

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