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BOUR GROUP

BOUR, PHILLIP D.

CRD 132913

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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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

TypeClientsAUM
Individuals15$0

All web addresses on file

Official SEC filing: View on IAPD