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Phillip James Troyer

ONEDIGITAL INVESTMENT ADVISORS LLC·OVERLAND PARK, Kansas
Unclaimed Profile
11101 SWITZER ROAD, OVERLAND PARK, KS 66210CRD# 5510123Firm CRD# 106766
01

About

Phillip James Troyer is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with ONEDIGITAL INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ONEDIGITAL INVESTMENT ADVISORS LLC
ONEDIGITAL INVESTMENT ADVISORS
AUM
$107.1B
Regulatory assets under management
Employees
550
Total firm employees
View all advisors at ONEDIGITAL INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5510123
Firm CRD# 106766
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip James Troyer offer?
Phillip James Troyer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Phillip James Troyer's credentials?
Phillip James Troyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip James Troyer located?
Phillip James Troyer is based in OVERLAND PARK, Kansas, working with ONEDIGITAL INVESTMENT ADVISORS LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Phillip James Troyer charge for services?
Phillip James Troyer's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONEDIGITAL INVESTMENT ADVISORS LLC?
ONEDIGITAL INVESTMENT ADVISORS LLC has approximately 550 employees and manages $107.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ONEDIGITAL INVESTMENT ADVISORS LLC

David Allen Anderson
OVERLAND PARK, KS
James Dean Mcdonald
OVERLAND PARK, KS
Michael Joseph Bukaty
OVERLAND PARK, KS
Saumen Chattopadhyay
OVERLAND PARK, KS
Vincent Lee Morris
OVERLAND PARK, KS
Ashley Lynn Barb
OVERLAND PARK, KS

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