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PHIBBS FINANCIAL
PHIBBS FINANCIAL SERVICES LLC
CRD 322093
11576 S STATE STREET, SUITE 1104, DRAPER, UT, 84020, United States
Phone
385-787-1157
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.7M
Discretionary AUM
$26.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $23.4M |
| High net worth individuals | 2 | $3.3M |
All web addresses on file
Official SEC filing: View on IAPD