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James William Phillips

PHAROS CAPITAL GROUP, LLC·BRENTWOOD, Tennessee
Unclaimed Profile
5511 VIRGINIA WAY, BRENTWOOD, TN 37027CRD# 2222823Firm CRD# 158849
01

About

James William Phillips is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with PHAROS CAPITAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
PHAROS CAPITAL GROUP, LLC
PHAROS CAPITAL GROUP, LLC
AUM
$1.1B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at PHAROS CAPITAL GROUP, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2222823
Firm CRD# 158849
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James William Phillips offer?
James William Phillips specializes in Investment Management, Retirement Planning. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are James William Phillips's credentials?
James William Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James William Phillips located?
James William Phillips is based in BRENTWOOD, Tennessee, working with PHAROS CAPITAL GROUP, LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
How does James William Phillips charge for services?
James William Phillips's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHAROS CAPITAL GROUP, LLC?
PHAROS CAPITAL GROUP, LLC has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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