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PHILLIP JAMES FINANCIAL CO.
PHILLIP JAMES CONSULTING CO.
CRD 168228 · SEC 801-120327
3675 PLYMOUTH BOULEVARD, SUITE 110, PLYMOUTH, MN, 55446, United States
Phone
763-432-0852
Fax
763-390-0023
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.1M
Discretionary AUM
$219.2M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $24.3M |
| High net worth individuals | 60 | $197.8M |
States served
MN
All web addresses on file
- https://www.facebook.com/phillipjamesfinancial/
- https://www.linkedin.com/company/pjf-tax
- https://www.facebook.com/pjftax
- https://twitter.com/PJFTax
- https://www.yelp.com/biz/pjf-tax-plymouth
- HTTP://PHILLIPJAMESFINANCIAL.COM
- HTTP://PJFTAX.COM
- https://wealthmanagementplymouthmn.com/
- https://www.instagram.com/mnretirementplanners/
- https://www.youtube.com/channel/UCIiO1erBj38LfzBofmwBijQ
- https://twitter.com/InvestPJF
- https://www.pinterest.com/feeonlyplanner/
- https://tax-preparation-plymouth.com/
- https://www.linkedin.com/company/phillip-james-financial
Official SEC filing: View on IAPD