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Jeffrey Phillips

REHMANN CAPITAL ADVISORY GROUP, LLC·LANSING, Michigan
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4086 LEGACY PARKWAY, LANSING, MI 48911-4261CRD# 4319983Firm CRD# 123047
01

About

Jeffrey Phillips is a registered financial advisor based in LANSING, Michigan, affiliated with REHMANN CAPITAL ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
REHMANN CAPITAL ADVISORY GROUP, LLC
REHMANN FINANCIAL
AUM
$3.8B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at REHMANN CAPITAL ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SERVICING FEES FROM CUSTODIANS
Regulatory
SEC/IARD CRD# 4319983
Firm CRD# 123047
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Phillips offer?
Jeffrey Phillips specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANSING, Michigan for a consultation.
What are Jeffrey Phillips's credentials?
Jeffrey Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Phillips located?
Jeffrey Phillips is based in LANSING, Michigan, working with REHMANN CAPITAL ADVISORY GROUP, LLC. Their office serves clients in the LANSING metropolitan area and surrounding communities.
How does Jeffrey Phillips charge for services?
Jeffrey Phillips's firm is compensated through percentage of aum, hourly charges, subscription fees, other: servicing fees from custodians. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REHMANN CAPITAL ADVISORY GROUP, LLC?
REHMANN CAPITAL ADVISORY GROUP, LLC has approximately 36 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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