Unclaimed Profile

John Eric Philo

CONLEY INVESTMENT COUNSEL INC·OMAHA, Nebraska

Clean recordCONLEY INVESTMENT COUNSEL INC

9300 UNDERWOOD AVENUE, OMAHA, NE 68114-2400CRD# 2635509Firm CRD# 111030

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Eric Philo · OMAHA, NE

Registration

CRD #2635509 · CONLEY INVESTMENT COUNSEL INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Eric Philo is a registered financial advisor based in OMAHA, Nebraska, affiliated with CONLEY INVESTMENT COUNSEL INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

CONLEY INVESTMENT COUNSEL INC

AUM

$105M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONLEY INVESTMENT COUNSEL INC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 2635509

Firm CRD# 111030

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Eric Philo offer?

John Eric Philo specializes in Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are John Eric Philo's credentials?

John Eric Philo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Eric Philo located?

John Eric Philo is based in OMAHA, Nebraska, working with CONLEY INVESTMENT COUNSEL INC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does John Eric Philo charge for services?

John Eric Philo's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONLEY INVESTMENT COUNSEL INC?

CONLEY INVESTMENT COUNSEL INC has approximately 6 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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