Phillips Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

3760 Blacklick Eastern Rd NW, Baltimore,...

Phone Number

(614) 254-6034

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
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1

About Phillips Wealth Management

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Investment advisory services offered through Phillips Wealth Management LLC a Registered InvestRead more
Phillips Wealth Management's Social MediaPopular SearchesPhillips Wealth Management LLCPhillips Wealth ManagementPhillips Wealth Managmentphillipswealthllc.comSIC Code 62,628NAICS Code 52,523Show more

Phillips Wealth Management Org Chart

PhoneEmail
AP
United States flag for contact location.

Director, Client Services

PhoneEmail

PhoneEmail
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Compare Similar Companies to Phillips Wealth Management

Compare insights from companies similar to Phillips Wealth Management, 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

Phillips Wealth Managemen...

<$5M
1-10
Private
<$5M
-
AP
Aj PhillipsDirector, Client Services
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
$5.1M
1-10
Private
-
1994
SS
Steven SalernoFinancial Advisor
$5.1M
11-50
Private
-
1996
MH
Melody HopkinsAdministrative Assistant
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
<$5M
1-10
Private
-
-
JL
Jack LubeckerPresident and CCO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Phillips Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Phillips Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Phillips Wealth Management.

Phillips Wealth Management financials insights

Gather financial insights about Phillips Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$37K

See All Phillips Wealth Management's Financials Insights

Phillips Wealth Management Tech Stack

A closer look at the technologies used by Phillips Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Phillips Wealth Management

What is Phillips Wealth Management's official website?
Phillips Wealth Management's official website is www.phillipswealthllc.com
What is Phillips Wealth Management's Revenue?
Phillips Wealth Management's revenue is <$5 Million
What is Phillips Wealth Management's SIC code?
Phillips Wealth Management's SIC: 62,628
What is Phillips Wealth Management's NAICS code?
Phillips Wealth Management's NAICS: 52,523
How many employees does Phillips Wealth Management have?
Phillips Wealth Management has 1-10 employees
What industry does Phillips Wealth Management belong to?
Phillips Wealth Management is in the industry of: Finance, Securities Trading
What is Phillips Wealth Management competition?
Phillips Wealth Management top competitors include: Capstone Financial Partners, Integrity Investment Management, APR Financial Group, Mullins & Associates
What technology does Phillips Wealth Management use?
Some of the popular technologies that Phillips Wealth Management uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
How do I contact Phillips Wealth Management?
Phillips Wealth Management contact info: Phone number: (614) 254-6034 Website: www.phillipswealthllc.com
What does Phillips Wealth Management do?

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on... a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Investment advisory services offered through Phillips Wealth Management LLC a Registered Investment Advisor in the State of Ohio.Read More

What are Phillips Wealth Management social media links?
Phillips Wealth Management Twitter page Phillips Wealth Management Facebook page
Is Phillips Wealth Management a public company?
Phillips Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Phillips Wealth Management

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