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PHD RETIREMENT CONSULTING
PHD CONSULTING LLC
CRD 304989 · SEC 801-117154
7111 W 151ST STREET, SUITE 175, OVERLAND PARK, KS, 66223-2231, United States
Phone
844-743-4015
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$506.2M
Discretionary AUM
$231.2M
Team
5 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 66 | $506.2M |
States served
KS
All web addresses on file
Official SEC filing: View on IAPD