← Back to searchVisit website
BOUR GROUP
BOUR, PHILLIP D.
CRD 132913
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $0 |
All web addresses on file
Official SEC filing: View on IAPD