PHH INVESTMENTS, LTD.

RAA
ADDISON, Texas·16 registered advisors·CRD# 108203
SEC# 801-600032972-233-3367
01

Firm Overview

AUM
$2.6B
Regulatory assets under management
Employees
94
Total firm employees
Advisors
16
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Other: CSSA/SERVICE AGREEMENT
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PHH INVESTMENTS, LTD.

16 registered advisors
Anthony Desantis
ADDISON, Texas
Brad Michael Bridgewater
ADDISON, Texas
Clayton Caldwell
ADDISON, Texas
Gary Jay Krasnov
ADDISON, Texas
Jeffrey Alan Baumert
ADDISON, Texas
Jeremy Wayne Merchant
ADDISON, Texas
John Barton Roberson
ADDISON, Texas
John Clifton Bentley
ADDISON, Texas
John Clifton Bentley
ADDISON, Texas
John Kevin Dolan
ADDISON, Texas
Joshua Steven Spiegel
ADDISON, Texas
Kenneth Harold Mills
ADDISON, Texas
Randy Haugen
ADDISON, Texas
Ronald Ellis Simmons
ADDISON, Texas
Tex Braden Grubbs
ADDISON, Texas
William Fields Hubble
ADDISON, Texas
05

Office Locations

ADDISON, Texas
16 advisors

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Data sourced from SEC Form ADV filings. PHH INVESTMENTS, LTD. (CRD# 108203) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.