Phillip James Consulting Co.
● SEC registered since 2021CRD 168228SEC# 801-120327Plymouth, MN
Reg. AUM
$222.1M
Employees
3
Accounts
758
Location
Plymouth, MN
Phillip James Consulting Co. assets under management
Phillip James Consulting Co. is an SEC-registered investment adviser based in Plymouth, MN. The firm has been registered since 2021. It reports $222.1 million in regulatory assets under management and employs 3 people.
Phillip James Consulting Co. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Lionel Sexton Control | Chief Financial Officer | 50-75% | 2013 |
| Phillip Richard Christenson Control | Chief Executive Officer / Chief Compliance Officer | 50-75% | 2013 |
Frequently asked questions
How much does Phillip James Consulting Co. manage?
Phillip James Consulting Co. reports $222.1 million in regulatory assets under management on its Form ADV.
How many employees does Phillip James Consulting Co. have?
Phillip James Consulting Co. reports 3 employees.
Where is Phillip James Consulting Co. located?
Phillip James Consulting Co. is based in Plymouth, MN and has been SEC-registered since 2021.
Does Phillip James Consulting Co. disclose fund performance?
Phillip James Consulting Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3675 Plymouth Boulevard, Suite 110, Plymouth, MN 55446 |
| Phone | 763-432-0852 |
| Fax | 763-390-0023 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$222.1M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$222.1Mregulatory AUM
Discretionary $219.2MNon-discretionary $2.8M