PHASE III ADVISORY SERVICES, LTD
CRD #122959 SEC #801-63806 BUFFALO GROVE, IL 847-520-5545
SEC Registered
Total AUM
$162.2M
Discretionary
$124M
Employees
3
Clients
251
Accounts
1,297
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BEVER, JOHN, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 17, 2025 REGISTERED
Notice Filings (8)
CA FL IL IN MI NC TX WI
Address
1110 W. LAKE COOK RDSUITE 265
BUFFALO GROVE, IL 60089
United States
Phone: 847-520-5545