PHILLIP JAMES CONSULTING CO.
Legal name: PHILLIP JAMES FINANCIAL CO.
CRD #168228 SEC #801-120327 PLYMOUTH, MN 763-432-0852
SEC Registered
Total AUM
$197.3M
Discretionary
$192.3M
Employees
4
Clients
101
Accounts
759
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $197.3M | $192.3M | $5M | 4 | 0 |
| Mar 2024 | $166.5M | $164.7M | $1.9M | 4 | 1 |
| Aug 2023 | $135M | $135M | $0 | 4 | 0 |
| Apr 2023 | $135M | $135M | $0 | 4 | 0 |
| Jan 2023 | $135M | $135M | $0 | 4 | 0 |
| Nov 2022 | $151.1M | $151.1M | $0 | 4 | 0 |
| Mar 2022 | $151.1M | $151.1M | $0 | 4 | 0 |
| Jan 2021 | $110.3M | $110.3M | $0 | 4 | 0 |
| Jan 2021 | $110.3M | $110.3M | $0 | 4 | 0 |
DateMar 2025
Total AUM$197.3M
Discretionary$192.3M
Non-Disc.$5M
Employees4
Clients0
DateMar 2024
Total AUM$166.5M
Discretionary$164.7M
Non-Disc.$1.9M
Employees4
Clients1
DateAug 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees4
Clients0