Universe · entity

PHILLIP JAMES FINANCIAL CO.

RIA / family office (Form ADV) · CRD 168228
Form ADV profile

AUM: $222M

Location: PLYMOUTH, MN

Disclosure: –

Full ADV on IAPD ↗

Source: iapd_form_adv · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.