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PHILIPP CAPITAL ADVISORS
PHILIPP CAPITAL ADVISORS LLC
CRD 332817
2000 AUBURN DRIVE #200, BEACHWOOD, OH, 44122, United States
Phone
(216) 202-5491
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.3M
Discretionary AUM
$14.3M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.2M |
| High net worth individuals | 4 | $13.1M |
All web addresses on file
Official SEC filing: View on IAPD